+21.1%
AME vs CASY
+30.1%
-9.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +4.2% |
| 7D | -1.5% | +3.6% | -5.1% | -1.5% |
| 30D | -4.2% | +7.2% | -11.4% | -4.2% |
| 3M | -5.9% | -16.9% | +11.0% | -5.4% |
| 6M | +2.8% | -19.3% | +22.2% | +6.0% |
| YTD | +16.6% | +25.6% | -9.1% | +13.8% |
| All | +21.1% | +30.1% | -9.1% | +16.9% |
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