+144.3%
APTV vs CASY
+1,419.4%
-1,275.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.0% |
| 7D | -9.8% | +3.6% | -13.4% | -10.7% |
| 30D | -8.9% | +7.2% | -16.1% | -10.8% |
| 3M | -19.5% | -16.9% | -2.5% | -15.5% |
| 6M | -31.1% | -19.3% | -11.8% | -28.0% |
| YTD | -47.5% | +25.6% | -73.2% | -52.6% |
| 1Y | -52.3% | +30.2% | -82.4% | -57.5% |
| 3Y | -45.2% | +154.9% | -200.1% | -61.9% |
| 5Y | -76.9% | +252.1% | -329.0% | -85.8% |
| 10Y | -25.1% | +535.8% | -560.9% | -61.9% |
| All | +144.3% | +1,419.4% | -1,275.1% | -6.2% |
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