-43.6%
KWEB vs CASY
+230.5%
-274.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | -4.3% | -17.2% | +12.9% | -2.2% |
| 30D | -13.0% | -24.4% | +11.4% | -10.2% |
| 3M | -7.6% | -31.4% | +23.8% | -3.6% |
| 6M | -21.1% | -8.9% | -12.2% | -20.7% |
| YTD | -28.2% | +13.8% | -42.1% | -29.7% |
| 1Y | -34.9% | +17.0% | -51.8% | -36.4% |
| 3Y | -0.8% | +163.1% | -163.9% | -13.6% |
| 5Y | -43.6% | +239.0% | -282.5% | -55.9% |
| All | -43.6% | +230.5% | -274.1% | -55.9% |
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