+71.7%
KKR vs CASY
+209.8%
-138.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | -1.4% |
| 7D | -0.6% | -4.4% | +3.7% | +0.1% |
| 30D | +3.0% | -12.0% | +15.1% | +5.1% |
| 3M | +13.6% | -2.3% | +16.0% | +12.3% |
| 6M | +16.2% | +10.5% | +5.7% | +10.3% |
| YTD | -16.6% | +33.0% | -49.6% | -25.4% |
| 1Y | -23.2% | +41.1% | -64.4% | -33.0% |
| 3Y | +71.7% | +207.5% | -135.8% | +23.3% |
| All | +71.7% | +209.8% | -138.1% | +23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling