-45.8%
APTV vs CASY
+22.7%
-68.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -14.2% | +11.6% | -2.4% |
| 7D | -1.2% | -16.5% | +15.4% | -0.9% |
| 30D | -10.6% | -26.4% | +15.7% | -10.7% |
| 3M | -35.0% | -17.3% | -17.7% | -34.5% |
| 6M | -38.9% | -5.2% | -33.7% | -40.3% |
| YTD | -41.5% | +14.1% | -55.6% | -43.3% |
| 1Y | -45.8% | +16.6% | -62.4% | -48.6% |
| All | -45.8% | +22.7% | -68.6% | -48.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling