+2,381.5%
KLAC vs CASY
+565.2%
+1,816.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.2% | +3.0% | +4.4% |
| 7D | +7.5% | +5.8% | +1.7% | +5.1% |
| 30D | -15.3% | +10.7% | -26.0% | -19.0% |
| 3M | -19.6% | -13.9% | -5.7% | -15.6% |
| 6M | -12.5% | -18.4% | +5.9% | -7.7% |
| YTD | +33.0% | +29.6% | +3.4% | +13.4% |
| 1Y | +35.9% | +32.8% | +3.1% | +14.2% |
| 3Y | +208.6% | +162.3% | +46.4% | +82.4% |
| 5Y | +309.5% | +265.0% | +44.5% | +100.5% |
| 10Y | +2,381.5% | +555.4% | +1,826.2% | +835.6% |
| All | +2,381.5% | +565.2% | +1,816.4% | +835.6% |
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