+6,091.7%
APD vs CASY
+33,122.1%
-27,030.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.2% | -5.1% | -3.4% |
| 7D | -0.7% | +1.8% | -2.6% | -1.1% |
| 30D | +10.1% | +11.2% | -1.0% | +7.6% |
| 3M | +4.9% | -19.1% | +24.0% | +9.2% |
| 6M | +2.5% | -19.9% | +22.4% | +6.0% |
| YTD | +27.8% | +25.2% | +2.6% | +19.4% |
| 1Y | +32.9% | +31.6% | +1.3% | +22.5% |
| 3Y | +13.4% | +155.4% | -142.0% | -11.1% |
| 5Y | +12.8% | +251.5% | -238.7% | -18.3% |
| 10Y | +194.6% | +558.6% | -364.1% | +83.3% |
| All | +6,091.7% | +33,122.1% | -27,030.4% | +1,830.6% |
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