-24.4%
AIRT vs SPY
+81.0%
-105.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.4% |
| 7D | -6.0% | -0.4% | -5.7% | -5.8% |
| 30D | -5.4% | -1.4% | -4.0% | -4.8% |
| 3M | +37.4% | +3.7% | +33.7% | +34.9% |
| 6M | +45.7% | +13.0% | +32.7% | +37.5% |
| YTD | +60.2% | +12.4% | +47.8% | +51.5% |
| 1Y | +21.9% | +18.5% | +3.4% | +12.3% |
| 3Y | +36.6% | +77.6% | -41.0% | -2.2% |
| 5Y | -24.4% | +81.7% | -106.1% | -46.0% |
| All | -24.4% | +81.0% | -105.4% | -46.0% |
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