+695.1%
KKR vs CASY
+464.4%
+230.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -8.1% | -17.2% | +9.1% | -2.3% |
| 30D | -9.1% | -24.4% | +15.3% | -0.5% |
| 3M | +6.4% | -31.4% | +37.8% | +19.9% |
| 6M | +12.6% | -8.9% | +21.5% | +12.0% |
| YTD | -20.4% | +13.8% | -34.3% | -28.1% |
| 1Y | -27.1% | +17.0% | -44.0% | -35.1% |
| 3Y | +63.8% | +163.1% | -99.3% | +0.2% |
| 5Y | +67.6% | +239.0% | -171.4% | -9.2% |
| All | +695.1% | +464.4% | +230.6% | +246.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling