+229.2%
KGC vs CASY
+33,031.0%
-32,801.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.0% |
| 7D | +10.5% | +1.1% | +9.4% | +10.4% |
| 30D | -4.1% | +8.7% | -12.7% | -4.4% |
| 3M | -13.1% | -17.3% | +4.2% | -12.4% |
| 6M | -27.5% | -19.7% | -7.8% | -27.0% |
| YTD | -20.7% | +24.8% | -45.5% | -21.9% |
| 1Y | -6.1% | +31.9% | -38.0% | -7.8% |
| 3Y | +318.6% | +155.4% | +163.2% | +299.2% |
| 5Y | +289.9% | +250.6% | +39.4% | +267.4% |
| 10Y | +501.8% | +556.8% | -55.0% | +456.5% |
| All | +229.2% | +33,031.0% | -32,801.8% | +210.8% |
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