+440.2%
ATRO vs SPY
+72.2%
+368.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.6% |
| 7D | +1.8% | -0.6% | +2.4% | +2.7% |
| 30D | -3.5% | -3.7% | +0.2% | +1.5% |
| 3M | -17.8% | -2.7% | -15.1% | -14.4% |
| 6M | +3.5% | +2.2% | +1.3% | +1.8% |
| YTD | +43.2% | +10.8% | +32.4% | +28.3% |
| 1Y | +62.4% | +11.2% | +51.2% | +45.2% |
| 3Y | +427.8% | +76.5% | +351.3% | +175.8% |
| 5Y | +440.2% | +72.9% | +367.3% | +178.4% |
| All | +440.2% | +72.2% | +368.0% | +178.4% |
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