+1,117.5%
KDP vs CASY
+3,915.7%
-2,798.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | +6.0% | -11.3% | +17.3% | +8.6% |
| 3M | +9.2% | -0.6% | +9.8% | +8.3% |
| 6M | +14.7% | +10.7% | +4.0% | +10.7% |
| YTD | +19.2% | +37.1% | -17.9% | +9.5% |
| 1Y | +15.2% | +52.3% | -37.1% | +3.0% |
| 3Y | +6.0% | +215.2% | -209.2% | -21.7% |
| 5Y | +5.4% | +276.5% | -271.1% | -26.2% |
| 10Y | +171.9% | +508.4% | -336.5% | +61.6% |
| All | +1,117.5% | +3,915.7% | -2,798.2% | +276.4% |
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