+570.4%
AORT vs SPY
+3,027.3%
-2,456.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | -4.5% | +0.1% | -4.6% | -4.7% |
| 30D | -2.3% | +0.1% | -2.3% | -2.4% |
| 3M | +22.7% | +2.0% | +20.7% | +19.7% |
| 6M | -33.6% | +13.0% | -46.6% | -42.0% |
| YTD | -43.9% | +13.5% | -57.5% | -51.4% |
| 1Y | -41.9% | +20.0% | -61.9% | -52.5% |
| 3Y | +46.9% | +77.2% | -30.3% | -20.6% |
| 5Y | -0.8% | +81.9% | -82.7% | -47.1% |
| 10Y | +57.5% | +314.1% | -256.5% | -63.6% |
| All | +570.4% | +3,027.3% | -2,456.9% | -80.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling