+489.6%
KAI vs VOO
+314.0%
+175.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.9% |
| 7D | +2.4% | +0.5% | +1.9% | +1.8% |
| 30D | -11.3% | -0.9% | -10.3% | -10.3% |
| 3M | +1.8% | +3.9% | -2.1% | -2.4% |
| 6M | -9.3% | +14.5% | -23.8% | -21.7% |
| YTD | +5.5% | +13.0% | -7.5% | -7.5% |
| 1Y | -7.6% | +19.4% | -27.0% | -23.7% |
| 3Y | +38.4% | +78.9% | -40.4% | -24.7% |
| 5Y | +42.1% | +82.3% | -40.2% | -24.2% |
| 10Y | +489.6% | +314.2% | +175.3% | +24.8% |
| All | +489.6% | +314.0% | +175.5% | +24.8% |
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