+292.4%
AAOI vs CASY
+14.3%
+278.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.9% | +3.9% | +2.3% |
| 7D | -0.2% | -18.6% | +18.4% | +2.9% |
| 30D | -23.7% | -26.6% | +2.9% | -20.2% |
| 3M | -39.0% | -32.8% | -6.2% | -34.9% |
| 6M | -17.0% | -10.0% | -7.0% | -14.3% |
| YTD | +202.2% | +11.6% | +190.6% | +243.6% |
| 1Y | +292.4% | +11.5% | +280.9% | +367.3% |
| All | +292.4% | +14.3% | +278.1% | +367.3% |
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