+256.4%
KDP vs CASY
+539.5%
-283.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.8% | +1.6% |
| 7D | +8.2% | +5.0% | +3.2% | +7.5% |
| 30D | +18.4% | +8.2% | +10.2% | +17.0% |
| 3M | +29.2% | -18.2% | +47.4% | +32.6% |
| 6M | +32.3% | -18.6% | +50.9% | +35.2% |
| YTD | +38.5% | +26.8% | +11.7% | +31.7% |
| 1Y | +48.5% | +31.6% | +16.9% | +40.2% |
| 3Y | +32.5% | +156.5% | -124.0% | +10.6% |
| 5Y | +19.7% | +258.6% | -238.9% | -6.6% |
| 10Y | +256.4% | +550.3% | -293.9% | +152.9% |
| All | +256.4% | +539.5% | -283.1% | +152.9% |
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