+4,304.6%
KR vs CASY
+36,294.1%
-31,989.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +1.5% | +0.1% | +1.4% | +1.5% |
| 30D | +4.1% | -11.3% | +15.4% | +6.5% |
| 3M | -5.2% | -0.6% | -4.6% | -5.6% |
| 6M | -12.8% | +10.7% | -23.5% | -15.3% |
| YTD | -4.6% | +37.1% | -41.7% | -11.4% |
| 1Y | -11.7% | +52.3% | -64.0% | -19.7% |
| 3Y | +36.3% | +215.2% | -178.9% | +5.4% |
| 5Y | +40.0% | +276.5% | -236.5% | +4.0% |
| 10Y | +122.2% | +508.4% | -386.2% | +46.7% |
| All | +4,304.6% | +36,294.1% | -31,989.5% | +1,358.7% |
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