+48.8%
ASO vs SPY
+14.6%
+34.1%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.7% | +9.6% | +9.9% |
| 7D | +15.4% | -0.7% | +16.1% | +16.0% |
| 30D | +30.2% | -1.0% | +31.3% | +31.1% |
| 3M | +39.4% | -0.3% | +39.7% | +39.6% |
| 6M | +31.5% | +7.3% | +24.2% | +23.1% |
| YTD | +36.7% | +13.3% | +23.4% | +22.9% |
| 1Y | +48.8% | +14.8% | +34.0% | +31.9% |
| All | +48.8% | +14.6% | +34.1% | +31.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling