-63.2%
AIRG vs SPY
+74.6%
-137.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.3% | -7.9% | -7.6% |
| 7D | -9.0% | -0.9% | -8.1% | -8.3% |
| 30D | -5.2% | -2.4% | -2.8% | -3.3% |
| 3M | -27.9% | -1.2% | -26.8% | -27.2% |
| 6M | -45.4% | +3.3% | -48.7% | -46.7% |
| YTD | -5.2% | +12.3% | -17.5% | -13.4% |
| 1Y | -3.4% | +12.4% | -15.8% | -11.8% |
| 3Y | +129.9% | +78.8% | +51.0% | +45.4% |
| 5Y | -63.2% | +75.2% | -138.3% | -76.9% |
| All | -63.2% | +74.6% | -137.8% | -76.9% |
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