+34.8%
CAH vs AS
+8.1%
+26.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | +0.8% |
| 7D | +7.8% | +5.8% | +2.0% | +7.4% |
| 30D | +15.5% | +15.4% | +0.1% | +14.5% |
| 3M | +16.3% | -11.9% | +28.2% | +16.4% |
| 6M | +50.0% | -9.9% | +59.9% | +49.8% |
| YTD | +34.7% | -13.1% | +47.8% | +34.7% |
| All | +34.8% | +8.1% | +26.7% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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