-1.1%
KVUE vs CASY
+16.6%
-17.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -6.1% | -17.2% | +11.1% | -4.9% |
| 30D | -5.6% | -24.4% | +18.8% | -4.0% |
| 3M | -0.3% | -31.4% | +31.1% | +2.1% |
| 6M | +1.4% | -8.9% | +10.3% | -0.5% |
| YTD | +6.7% | +13.8% | -7.1% | +1.5% |
| All | -1.1% | +16.6% | -17.7% | -6.1% |
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 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