+137.9%
APO vs CASY
+276.6%
-138.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | +3.5% | -11.3% | +14.8% | +7.1% |
| 3M | +4.5% | -0.6% | +5.2% | +2.8% |
| 6M | +22.8% | +10.7% | +12.1% | +15.1% |
| YTD | -6.5% | +37.1% | -43.6% | -19.9% |
| 1Y | +0.8% | +52.3% | -51.5% | -17.8% |
| 3Y | +62.0% | +215.2% | -153.2% | -5.6% |
| All | +137.9% | +276.6% | -138.7% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling