+229.6%
KDP vs CASY
+553.2%
-323.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | +2.2% | +1.1% | +1.1% | +2.0% |
| 30D | +19.9% | +8.7% | +11.2% | +18.5% |
| 3M | +21.5% | -17.3% | +38.8% | +24.4% |
| 6M | +30.1% | -19.7% | +49.8% | +33.3% |
| YTD | +34.9% | +24.8% | +10.1% | +28.6% |
| 1Y | +43.4% | +31.9% | +11.5% | +35.3% |
| 3Y | +29.1% | +155.4% | -126.3% | +7.7% |
| 5Y | +15.0% | +250.6% | -235.6% | -10.1% |
| All | +229.6% | +553.2% | -323.5% | +132.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling