+5,325.1%
AON vs CASY
+33,946.0%
-28,620.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | -3.2% | +2.5% | -5.7% | -3.6% |
| 30D | +21.7% | +10.2% | +11.5% | +19.6% |
| 3M | -5.1% | -15.7% | +10.6% | -2.7% |
| 6M | +5.9% | -18.4% | +24.3% | +8.7% |
| YTD | -4.8% | +28.3% | -33.1% | -9.8% |
| 1Y | -4.1% | +32.6% | -36.6% | -9.6% |
| 3Y | +2.0% | +159.5% | -157.5% | -15.1% |
| 5Y | +15.2% | +263.9% | -248.7% | -9.9% |
| 10Y | +229.5% | +548.5% | -318.9% | +130.6% |
| All | +5,325.1% | +33,946.0% | -28,620.8% | +2,240.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling