+2,323.7%
KLAC vs CASY
+550.0%
+1,773.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.9% |
| 7D | +21.2% | +2.5% | +18.7% | +20.1% |
| 30D | -14.5% | +10.2% | -24.7% | -18.1% |
| 3M | -24.4% | -15.7% | -8.7% | -19.9% |
| 6M | -12.9% | -18.4% | +5.4% | -8.3% |
| YTD | +29.9% | +28.3% | +1.7% | +11.2% |
| 1Y | +31.9% | +32.6% | -0.6% | +10.8% |
| 3Y | +201.5% | +159.5% | +42.0% | +78.8% |
| 5Y | +298.6% | +263.9% | +34.7% | +95.1% |
| All | +2,323.7% | +550.0% | +1,773.7% | +820.1% |
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