+5,143.6%
AON vs CASY
+36,294.1%
-31,150.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -9.1% | +0.1% | -9.2% | -9.1% |
| 30D | -10.2% | -11.3% | +1.1% | -8.5% |
| 3M | +0.5% | -0.6% | +1.1% | +0.1% |
| 6M | -4.8% | +10.7% | -15.6% | -7.2% |
| YTD | -8.0% | +37.1% | -45.1% | -13.6% |
| 1Y | -13.1% | +52.3% | -65.4% | -19.9% |
| 3Y | -1.3% | +215.2% | -216.5% | -20.4% |
| 5Y | +14.9% | +276.5% | -261.6% | -10.5% |
| 10Y | +214.9% | +508.4% | -293.5% | +122.5% |
| All | +5,143.6% | +36,294.1% | -31,150.4% | +2,142.5% |
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