+412.3%
KMX vs CASY
+9,758.8%
-9,346.6%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.5% | +4.9% |
| 7D | -4.1% | +3.6% | -7.7% | -5.2% |
| 30D | +2.9% | +7.2% | -4.3% | +0.4% |
| 3M | -7.0% | -16.9% | +9.9% | -1.9% |
| 6M | +34.1% | -19.3% | +53.5% | +40.7% |
| YTD | +40.0% | +25.6% | +14.4% | +25.3% |
| 1Y | +67.2% | +30.2% | +37.1% | +47.6% |
| 3Y | -13.4% | +154.9% | -168.3% | -40.6% |
| 5Y | -65.1% | +252.1% | -317.2% | -78.7% |
| 10Y | +6.9% | +535.8% | -528.9% | -47.8% |
| All | +412.3% | +9,758.8% | -9,346.6% | +9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling