+187.8%
APD vs CASY
+551.3%
-363.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.4% | +1.9% |
| 7D | -1.6% | +3.6% | -5.2% | -2.5% |
| 30D | +10.6% | +7.2% | +3.4% | +8.4% |
| 3M | +2.5% | -16.9% | +19.4% | +7.2% |
| 6M | +6.0% | -19.3% | +25.3% | +10.7% |
| YTD | +28.4% | +25.6% | +2.8% | +15.9% |
| 1Y | +22.2% | +30.2% | -8.0% | +8.7% |
| 3Y | +26.6% | +154.9% | -128.3% | -12.8% |
| 5Y | +11.8% | +252.1% | -240.4% | -32.8% |
| 10Y | +187.8% | +535.8% | -348.1% | +45.1% |
| All | +187.8% | +551.3% | -363.5% | +45.1% |
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