+2,986.0%
KLAC vs CASY
+468.0%
+2,518.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -14.2% | +11.0% | +2.5% |
| 7D | +6.2% | -16.5% | +22.7% | +13.6% |
| 30D | -5.0% | -26.4% | +21.4% | +6.8% |
| 3M | -14.4% | -17.3% | +2.9% | -10.2% |
| 6M | +28.3% | -5.2% | +33.5% | +26.1% |
| YTD | +51.1% | +14.1% | +37.0% | +36.5% |
| 1Y | +100.4% | +16.6% | +83.8% | +78.0% |
| 3Y | +276.3% | +163.7% | +112.6% | +119.7% |
| 5Y | +452.1% | +231.3% | +220.8% | +183.0% |
| 10Y | +2,986.0% | +462.9% | +2,523.1% | +1,150.1% |
| All | +2,986.0% | +468.0% | +2,518.0% | +1,150.1% |
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