-4.3%
KGC vs CASY
+32.1%
-36.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.4% | +6.1% | +7.5% |
| 7D | -6.8% | +0.8% | -7.6% | -6.8% |
| 30D | -9.2% | +9.4% | -18.6% | -9.1% |
| 3M | -9.1% | -20.6% | +11.5% | -9.4% |
| 6M | -25.7% | -20.7% | -4.9% | -22.4% |
| YTD | -23.6% | +22.5% | -46.1% | -32.6% |
| 1Y | -4.3% | +29.5% | -33.8% | -15.5% |
| All | -4.3% | +32.1% | -36.4% | -15.5% |
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