+17.4%
KRMN vs CASY
+40.7%
-23.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +3.0% |
| 7D | -11.8% | -18.6% | +6.8% | -7.9% |
| 30D | -43.0% | -26.6% | -16.4% | -39.6% |
| 3M | -28.8% | -32.8% | +3.9% | -23.4% |
| 6M | -66.3% | -10.0% | -56.3% | -66.7% |
| YTD | -51.8% | +11.6% | -63.4% | -55.5% |
| 1Y | -44.7% | +11.5% | -56.2% | -49.1% |
| All | +17.4% | +40.7% | -23.2% | -3.1% |
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 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