+126,376.5%
APH vs CASY
+22,805.9%
+103,570.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.4% | -7.6% | -6.5% |
| 7D | -2.4% | +0.8% | -3.2% | -2.7% |
| 30D | -9.5% | +9.4% | -18.9% | -11.8% |
| 3M | -7.6% | -20.6% | +13.0% | -2.7% |
| 6M | +12.4% | -20.7% | +33.1% | +16.8% |
| YTD | +17.5% | +22.5% | -5.0% | +8.3% |
| 1Y | +16.4% | +29.5% | -13.1% | +5.5% |
| 3Y | +281.6% | +150.0% | +131.6% | +184.9% |
| 5Y | +317.7% | +248.6% | +69.2% | +182.4% |
| 10Y | +967.8% | +544.6% | +423.2% | +499.8% |
| All | +126,376.5% | +22,805.9% | +103,570.7% | +29,689.5% |
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