+1,288.1%
KDP vs CASY
+3,565.7%
-2,277.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | -0.2% |
| 7D | +4.5% | +1.8% | +2.7% | +4.1% |
| 30D | +18.5% | +11.2% | +7.3% | +15.8% |
| 3M | +20.8% | -19.1% | +39.9% | +25.9% |
| 6M | +29.4% | -19.9% | +49.3% | +34.0% |
| YTD | +35.9% | +25.2% | +10.7% | +26.9% |
| 1Y | +42.5% | +31.6% | +10.8% | +31.3% |
| 3Y | +29.4% | +155.4% | -126.0% | +0.2% |
| 5Y | +15.8% | +251.5% | -235.7% | -18.0% |
| 10Y | +236.5% | +558.6% | -322.2% | +94.1% |
| All | +1,288.1% | +3,565.7% | -2,277.6% | +336.1% |
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