+67.8%
KNX vs CASY
+15.3%
+52.5%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.4% |
| 7D | -0.5% | -17.2% | +16.8% | +1.1% |
| 30D | +1.0% | -24.4% | +25.4% | +3.3% |
| 3M | -12.6% | -31.4% | +18.8% | -10.1% |
| 6M | +21.1% | -8.9% | +30.0% | +16.4% |
| YTD | +33.2% | +13.8% | +19.4% | +21.0% |
| 1Y | +67.8% | +17.0% | +50.8% | +47.8% |
| All | +67.8% | +15.3% | +52.5% | +47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling