+895.2%
APO vs CASY
+551.3%
+343.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.7% | +4.0% | +4.4% |
| 7D | +2.3% | +3.6% | -1.3% | +0.9% |
| 30D | +3.0% | +7.2% | -4.2% | +0.1% |
| 3M | -3.7% | -16.9% | +13.2% | +2.4% |
| 6M | -7.5% | -19.3% | +11.9% | -2.1% |
| YTD | -14.5% | +25.6% | -40.2% | -26.5% |
| 1Y | -6.2% | +30.2% | -36.3% | -21.0% |
| 3Y | +51.9% | +154.9% | -103.0% | -9.2% |
| 5Y | +76.5% | +252.1% | -175.7% | -12.1% |
| 10Y | +895.2% | +535.8% | +359.4% | +303.4% |
| All | +895.2% | +551.3% | +343.9% | +303.4% |
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