+1,314.2%
AAOI vs CASY
+229.6%
+1,084.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.9% | +3.9% | +2.5% |
| 7D | -0.2% | -18.6% | +18.4% | +4.5% |
| 30D | -23.7% | -26.6% | +2.9% | -18.2% |
| 3M | -39.0% | -32.8% | -6.2% | -33.3% |
| 6M | -17.0% | -10.0% | -7.0% | -16.2% |
| YTD | +202.2% | +11.6% | +190.6% | +190.5% |
| 1Y | +292.4% | +11.5% | +280.9% | +275.7% |
| 3Y | +804.4% | +160.7% | +643.7% | +607.6% |
| All | +1,314.2% | +229.6% | +1,084.6% | +949.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling