+504.5%
AVAV vs CASY
+3,522.3%
-3,017.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.7% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | -13.9% | -11.3% | -2.6% | -11.6% |
| 3M | -29.2% | -0.6% | -28.6% | -29.9% |
| 6M | -36.1% | +10.7% | -46.8% | -38.6% |
| YTD | -40.2% | +37.1% | -77.3% | -45.5% |
| 1Y | -36.2% | +52.3% | -88.5% | -43.5% |
| 3Y | +47.5% | +215.2% | -167.7% | +6.2% |
| 5Y | +39.3% | +276.5% | -237.2% | -5.4% |
| 10Y | +482.6% | +508.4% | -25.8% | +244.7% |
| All | +504.5% | +3,522.3% | -3,017.9% | +165.5% |
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