+155.6%
KMI vs CASY
+565.2%
-409.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -1.0% | +0.7% |
| 7D | +0.2% | +5.8% | -5.6% | -1.3% |
| 30D | -3.7% | +10.7% | -14.4% | -6.3% |
| 3M | +1.2% | -13.9% | +15.1% | +4.7% |
| 6M | -0.3% | -18.4% | +18.2% | +3.9% |
| YTD | +19.2% | +29.6% | -10.4% | +7.9% |
| 1Y | +21.7% | +32.8% | -11.1% | +9.2% |
| 3Y | +120.4% | +162.3% | -41.9% | +55.7% |
| 5Y | +144.9% | +265.0% | -120.1% | +51.4% |
| 10Y | +155.6% | +555.4% | -399.8% | +29.0% |
| All | +155.6% | +565.2% | -409.6% | +29.0% |
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