+352.5%
AAOI vs CASY
+51.2%
+301.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | -0.7% | +0.1% | -0.7% | -0.7% |
| 30D | -17.9% | -11.3% | -6.6% | -16.7% |
| 3M | -48.0% | -0.6% | -47.3% | -48.7% |
| 6M | +5.8% | +10.7% | -4.9% | +7.3% |
| YTD | +202.7% | +37.1% | +165.6% | +243.0% |
| 1Y | +352.5% | +52.3% | +300.2% | +468.2% |
| All | +352.5% | +51.2% | +301.3% | +468.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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