-99.8%
AMIX vs CASY
+170.2%
-270.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.8% | -0.4% |
| 7D | -3.4% | -4.4% | +1.0% | -3.7% |
| 30D | -54.4% | -12.0% | -42.3% | -54.9% |
| 3M | -45.7% | -2.3% | -43.4% | -48.1% |
| 6M | -49.2% | +10.5% | -59.7% | -54.2% |
| YTD | -60.3% | +33.0% | -93.4% | -66.8% |
| 1Y | -81.4% | +41.1% | -122.5% | -85.0% |
| All | -99.8% | +170.2% | -270.0% | -99.9% |
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 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