+232.6%
AON vs CASY
+565.2%
-332.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.2% | -0.5% |
| 7D | -2.4% | +5.8% | -8.2% | -3.7% |
| 30D | +22.8% | +10.7% | +12.1% | +19.8% |
| 3M | -5.3% | -13.9% | +8.5% | -2.4% |
| 6M | +8.4% | -18.4% | +26.8% | +12.5% |
| YTD | -3.9% | +29.6% | -33.5% | -11.8% |
| 1Y | -3.1% | +32.8% | -35.9% | -11.8% |
| 3Y | +3.0% | +162.3% | -159.3% | -23.3% |
| 5Y | +16.7% | +265.0% | -248.3% | -21.9% |
| 10Y | +232.6% | +555.4% | -322.7% | +94.0% |
| All | +232.6% | +565.2% | -332.5% | +94.0% |
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