+344.9%
AHR vs CASY
+128.9%
+216.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -14.2% | +12.7% | +0.6% |
| 7D | -4.3% | -16.5% | +12.2% | -1.9% |
| 30D | -3.1% | -26.4% | +23.3% | +1.2% |
| 3M | +15.7% | -17.3% | +33.0% | +18.1% |
| 6M | +4.1% | -5.2% | +9.3% | +3.7% |
| YTD | +15.4% | +14.1% | +1.3% | +11.2% |
| 1Y | +28.0% | +16.6% | +11.3% | +22.8% |
| All | +344.9% | +128.9% | +216.0% | +303.2% |
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 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