+440.8%
KAI vs VOO
+314.4%
+126.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -0.6% |
| 7D | -2.1% | -0.9% | -1.2% | -1.1% |
| 30D | +15.8% | -2.3% | +18.2% | +18.9% |
| 3M | -10.6% | -1.2% | -9.4% | -9.6% |
| 6M | -9.2% | +3.3% | -12.6% | -12.6% |
| YTD | +6.5% | +12.3% | -5.8% | -6.1% |
| 1Y | +15.0% | +12.5% | +2.5% | +1.3% |
| 3Y | +23.5% | +79.2% | -55.7% | -32.8% |
| 5Y | +34.3% | +75.7% | -41.3% | -25.4% |
| 10Y | +440.8% | +313.7% | +127.1% | +35.7% |
| All | +440.8% | +314.4% | +126.3% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling