+75.0%
KEEL vs CASY
+14.3%
+60.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.9% | +5.7% | +3.9% |
| 7D | +2.9% | -18.6% | +21.5% | +4.1% |
| 30D | +0.8% | -26.6% | +27.5% | +3.0% |
| 3M | -35.3% | -32.8% | -2.5% | -33.1% |
| 6M | +59.4% | -10.0% | +69.4% | +48.6% |
| YTD | +51.9% | +11.6% | +40.3% | +32.3% |
| 1Y | +75.0% | +11.5% | +63.5% | +66.0% |
| All | +75.0% | +14.3% | +60.7% | +66.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling