+160.5%
KMI vs CASY
+274.3%
-113.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.0% | +4.8% | +2.3% |
| 7D | -0.4% | -4.4% | +4.0% | +0.4% |
| 30D | +3.7% | -12.0% | +15.7% | +5.8% |
| 3M | +3.2% | -2.3% | +5.5% | +2.8% |
| 6M | -3.0% | +10.5% | -13.5% | -5.7% |
| YTD | +19.7% | +33.0% | -13.4% | +12.0% |
| 1Y | +25.6% | +41.1% | -15.5% | +16.0% |
| 3Y | +120.2% | +207.5% | -87.3% | +69.9% |
| 5Y | +160.5% | +290.7% | -130.2% | +91.5% |
| All | +160.5% | +274.3% | -113.8% | +91.5% |
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