+848.7%
APA vs CASY
+36,294.0%
-35,445.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.1% |
| 7D | +0.5% | +0.1% | +0.5% | +0.5% |
| 30D | +23.4% | -11.3% | +34.7% | +26.5% |
| 3M | +12.7% | -0.6% | +13.3% | +12.3% |
| 6M | +39.4% | +10.7% | +28.7% | +35.2% |
| YTD | +79.0% | +37.1% | +41.8% | +65.5% |
| 1Y | +88.8% | +52.3% | +36.5% | +70.0% |
| 3Y | +6.4% | +215.2% | -208.8% | -19.8% |
| 5Y | +153.0% | +276.5% | -123.5% | +82.7% |
| 10Y | +7.5% | +508.4% | -500.8% | -29.6% |
| All | +848.7% | +36,294.0% | -35,445.3% | +254.8% |
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