+1,750.7%
KKR vs CASY
+2,300.7%
-550.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | +2.2% | -11.3% | +13.5% | +6.2% |
| 3M | +13.1% | -0.6% | +13.7% | +11.0% |
| 6M | +15.3% | +10.7% | +4.5% | +8.0% |
| YTD | -15.0% | +37.1% | -52.1% | -26.9% |
| 1Y | -21.0% | +52.3% | -73.3% | -35.1% |
| 3Y | +76.7% | +215.2% | -138.5% | +6.9% |
| 5Y | +74.3% | +276.5% | -202.1% | -2.5% |
| 10Y | +753.7% | +508.4% | +245.4% | +285.7% |
| All | +1,750.7% | +2,300.7% | -550.0% | +363.3% |
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 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