+136.6%
KMI vs CASY
+253.8%
-117.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.4% | +1.9% |
| 7D | -6.5% | +3.6% | -10.1% | -7.1% |
| 30D | -5.1% | +7.2% | -12.3% | -6.2% |
| 3M | 0.0% | -16.9% | +16.9% | +2.7% |
| 6M | -0.9% | -19.3% | +18.4% | +2.0% |
| YTD | +15.4% | +25.6% | -10.2% | +8.7% |
| 1Y | +19.5% | +30.2% | -10.7% | +11.7% |
| 3Y | +116.3% | +154.9% | -38.6% | +73.9% |
| 5Y | +136.6% | +252.1% | -115.6% | +77.5% |
| All | +136.6% | +253.8% | -117.2% | +77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling