+1,563.3%
APO vs CASY
+1,930.7%
-367.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.4% |
| 7D | +0.8% | +1.1% | -0.3% | +0.4% |
| 30D | +1.0% | +8.7% | -7.7% | -1.9% |
| 3M | -8.4% | -17.3% | +8.9% | -3.2% |
| 6M | -9.1% | -19.7% | +10.6% | -4.4% |
| YTD | -18.3% | +24.8% | -43.2% | -27.6% |
| 1Y | -8.0% | +31.9% | -39.9% | -20.3% |
| 3Y | +47.1% | +155.4% | -108.3% | -2.3% |
| 5Y | +67.2% | +250.6% | -183.4% | -2.8% |
| 10Y | +871.8% | +556.8% | +315.0% | +364.2% |
| All | +1,563.3% | +1,930.7% | -367.4% | +436.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling