+72.6%
KKR vs CASY
+234.8%
-162.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -14.2% | +12.7% | +2.5% |
| 7D | -2.2% | -16.5% | +14.3% | +2.6% |
| 30D | +0.3% | -26.4% | +26.6% | +8.8% |
| 3M | +8.8% | -17.3% | +26.1% | +12.1% |
| 6M | +14.9% | -5.2% | +20.1% | +11.4% |
| YTD | -17.9% | +14.1% | -32.0% | -26.5% |
| 1Y | -23.7% | +16.6% | -40.3% | -32.7% |
| 3Y | +69.1% | +163.7% | -94.7% | -0.9% |
| 5Y | +72.6% | +231.3% | -158.8% | -13.4% |
| All | +72.6% | +234.8% | -162.3% | -13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling