+5,222.5%
KR vs CASY
+34,208.6%
-28,986.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.3% |
| 7D | +4.6% | +3.6% | +1.0% | +3.8% |
| 30D | +12.2% | +9.1% | +3.2% | +10.3% |
| 3M | +24.6% | -16.5% | +41.1% | +28.7% |
| 6M | +8.2% | -19.7% | +27.9% | +12.0% |
| YTD | +15.3% | +29.3% | -14.0% | +8.0% |
| 1Y | +9.8% | +33.1% | -23.4% | +2.2% |
| 3Y | +71.4% | +158.5% | -87.2% | +37.7% |
| 5Y | +85.1% | +266.7% | -181.6% | +37.8% |
| 10Y | +159.4% | +553.5% | -394.1% | +68.7% |
| All | +5,222.5% | +34,208.6% | -28,986.0% | +1,678.1% |
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