-20.4%
KVUE vs CASY
+221.2%
-241.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | -3.7% | -11.3% | +7.7% | -3.1% |
| 3M | +12.3% | -0.6% | +12.9% | +12.0% |
| 6M | +5.4% | +10.7% | -5.3% | +4.2% |
| YTD | +12.4% | +37.1% | -24.7% | +9.7% |
| 1Y | -4.4% | +52.3% | -56.7% | -7.2% |
| 3Y | -7.5% | +215.2% | -222.7% | -7.0% |
| All | -20.4% | +221.2% | -241.7% | -20.0% |
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