+786.6%
AAOI vs CASY
+163.1%
+623.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.2% |
| 7D | +2.9% | -17.2% | +20.1% | +7.2% |
| 30D | -23.1% | -24.4% | +1.3% | -18.3% |
| 3M | -41.0% | -31.4% | -9.6% | -35.9% |
| 6M | -14.3% | -8.9% | -5.4% | -13.7% |
| YTD | +196.3% | +13.8% | +182.5% | +184.0% |
| 1Y | +272.6% | +17.0% | +255.7% | +252.7% |
| All | +786.6% | +163.1% | +623.5% | +738.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling