+58.7%
ASO vs SPY
+11.9%
+46.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | +15.7% | -0.6% | +16.2% | +15.9% |
| 30D | +31.6% | -3.7% | +35.3% | +34.9% |
| 3M | +41.5% | -2.7% | +44.3% | +44.1% |
| 6M | +30.9% | +2.2% | +28.7% | +27.2% |
| YTD | +42.1% | +10.8% | +31.3% | +29.3% |
| 1Y | +58.7% | +11.2% | +47.5% | +44.1% |
| All | +58.7% | +11.9% | +46.8% | +44.1% |
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