-61.8%
AIRG vs SPY
+81.0%
-142.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.1% |
| 7D | +5.2% | -0.4% | +5.5% | +5.5% |
| 30D | -3.5% | -1.4% | -2.1% | -2.4% |
| 3M | -22.8% | +3.7% | -26.5% | -25.0% |
| 6M | +30.7% | +13.0% | +17.7% | +18.9% |
| YTD | +30.0% | +12.4% | +17.7% | +18.8% |
| 1Y | +25.3% | +18.5% | +6.7% | +9.6% |
| 3Y | +15.3% | +77.6% | -62.3% | -26.7% |
| 5Y | -61.8% | +81.7% | -143.5% | -76.0% |
| All | -61.8% | +81.0% | -142.8% | -76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SPY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling