+15.2%
KEY vs CASY
+253.8%
-238.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.0% | +2.5% |
| 7D | -0.4% | +3.6% | -4.0% | -1.2% |
| 30D | +7.2% | +7.2% | 0.0% | +5.4% |
| 3M | -4.9% | -16.9% | +12.0% | -1.1% |
| 6M | +1.1% | -19.3% | +20.4% | +5.2% |
| YTD | +6.8% | +25.6% | -18.8% | -4.0% |
| 1Y | +23.3% | +30.2% | -6.9% | +9.3% |
| 3Y | +126.1% | +154.9% | -28.8% | +50.1% |
| 5Y | +15.2% | +252.1% | -236.9% | -36.0% |
| All | +15.2% | +253.8% | -238.6% | -36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling