+946.8%
APO vs CASY
+549.1%
+397.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.6% | -0.2% |
| 7D | +0.1% | -4.4% | +4.4% | +1.9% |
| 30D | +3.9% | -12.0% | +15.9% | +9.0% |
| 3M | +3.8% | -2.3% | +6.1% | +2.3% |
| 6M | +22.3% | +10.5% | +11.8% | +13.3% |
| YTD | -7.8% | +33.0% | -40.8% | -21.8% |
| 1Y | -0.3% | +41.1% | -41.5% | -18.2% |
| 3Y | +57.1% | +207.5% | -150.4% | -13.5% |
| 5Y | +137.0% | +290.7% | -153.8% | +13.9% |
| 10Y | +946.8% | +556.5% | +390.4% | +311.9% |
| All | +946.8% | +549.1% | +397.8% | +311.9% |
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 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