+34.3%
ARM vs CASY
+31.5%
+2.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -2.0% |
| 7D | +19.8% | +2.5% | +17.3% | +20.4% |
| 30D | -21.8% | +10.2% | -32.0% | -20.1% |
| 3M | -26.5% | -15.7% | -10.8% | -27.1% |
| 6M | -3.9% | -18.4% | +14.5% | +0.5% |
| YTD | +82.8% | +28.3% | +54.5% | +82.4% |
| 1Y | +34.3% | +32.6% | +1.8% | +36.3% |
| All | +34.3% | +31.5% | +2.8% | +36.3% |
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 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