+291.1%
APH vs CASY
+220.7%
+70.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | +5.0% | +0.1% | +4.9% | +5.0% |
| 30D | -3.9% | -11.3% | +7.5% | -2.3% |
| 3M | +13.0% | -0.6% | +13.6% | +12.0% |
| 6M | +25.2% | +10.7% | +14.4% | +20.0% |
| YTD | +22.9% | +37.1% | -14.2% | +11.9% |
| 1Y | +47.8% | +52.3% | -4.5% | +30.5% |
| All | +291.1% | +220.7% | +70.3% | +199.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling