+20.8%
AMC vs CASY
+32.0%
-11.2%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | +2.6% | +1.1% | +1.5% | +2.5% |
| 30D | +9.0% | +8.7% | +0.3% | +8.2% |
| 3M | +22.2% | -17.3% | +39.5% | +24.6% |
| 6M | +91.5% | -19.7% | +111.2% | +97.3% |
| YTD | +101.3% | +24.8% | +76.5% | +82.7% |
| 1Y | +20.8% | +31.9% | -11.1% | +8.2% |
| All | +20.8% | +32.0% | -11.2% | +8.2% |
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 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