+47.1%
APO vs CASY
+154.1%
-107.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.4% |
| 7D | +0.8% | +1.1% | -0.3% | +0.5% |
| 30D | +1.0% | +8.7% | -7.7% | -0.7% |
| 3M | -8.4% | -17.3% | +8.9% | -5.1% |
| 6M | -9.1% | -19.7% | +10.6% | -5.4% |
| YTD | -18.3% | +24.8% | -43.2% | -27.3% |
| 1Y | -8.0% | +31.9% | -39.9% | -20.1% |
| 3Y | +47.1% | +155.4% | -108.3% | +8.6% |
| All | +47.1% | +154.1% | -107.0% | +8.6% |
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 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