+644.9%
KKR vs CASY
+550.0%
+94.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.5% |
| 7D | -1.1% | +2.5% | -3.6% | -1.9% |
| 30D | +11.5% | +10.2% | +1.3% | +7.7% |
| 3M | -12.4% | -15.7% | +3.3% | -7.8% |
| 6M | -1.9% | -18.4% | +16.5% | +2.7% |
| YTD | -23.3% | +28.3% | -51.6% | -33.6% |
| 1Y | -20.4% | +32.6% | -53.0% | -32.3% |
| 3Y | +56.1% | +159.5% | -103.5% | -2.7% |
| 5Y | +28.4% | +263.9% | -235.5% | -32.0% |
| All | +644.9% | +550.0% | +94.9% | +219.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling