-98.7%
AMC vs CASY
+553.2%
-651.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.1% |
| 7D | +2.6% | +1.1% | +1.5% | +1.9% |
| 30D | +9.0% | +8.7% | +0.3% | +4.3% |
| 3M | +22.2% | -17.3% | +39.5% | +31.9% |
| 6M | +91.5% | -19.7% | +111.2% | +105.9% |
| YTD | +101.3% | +24.8% | +76.5% | +68.9% |
| 1Y | +20.8% | +31.9% | -11.1% | -2.1% |
| 3Y | -71.3% | +155.4% | -226.7% | -85.6% |
| 5Y | -99.2% | +250.6% | -349.8% | -99.7% |
| All | -98.7% | +553.2% | -651.9% | -99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling