+202.6%
AON vs CASY
+464.4%
-261.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | -5.9% | -17.2% | +11.4% | -1.8% |
| 30D | -13.7% | -24.4% | +10.7% | -8.0% |
| 3M | -8.3% | -31.4% | +23.1% | -0.2% |
| 6M | -3.6% | -8.9% | +5.3% | -3.1% |
| YTD | -12.4% | +13.8% | -26.2% | -17.0% |
| 1Y | -14.6% | +17.0% | -31.6% | -19.9% |
| 3Y | -5.7% | +163.1% | -168.8% | -30.4% |
| 5Y | +9.1% | +239.0% | -229.8% | -25.8% |
| All | +202.6% | +464.4% | -261.8% | +83.1% |
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