+67.0%
APO vs CASY
+250.1%
-183.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.4% |
| 3M | -8.4% | -17.3% | +8.9% | -3.9% |
| 6M | -9.1% | -19.7% | +10.6% | -4.6% |
| YTD | -18.3% | +24.8% | -43.2% | -28.3% |
| 1Y | -8.0% | +31.9% | -39.9% | -21.3% |
| 3Y | +47.1% | +155.4% | -108.3% | -6.2% |
| All | +67.0% | +250.1% | -183.2% | -12.1% |
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