+32.4%
KAI vs VOO
+74.6%
-42.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -1.9% |
| 7D | -1.4% | +3.3% | -4.6% | -5.0% |
| 30D | +13.1% | -2.7% | +15.8% | +16.7% |
| 3M | -11.5% | -1.7% | -9.7% | -9.8% |
| 6M | -9.4% | +3.1% | -12.5% | -12.7% |
| YTD | +4.1% | +11.9% | -7.8% | -8.6% |
| 1Y | +11.9% | +12.1% | -0.2% | -1.9% |
| 3Y | +20.7% | +78.6% | -57.9% | -34.9% |
| 5Y | +32.4% | +73.8% | -41.4% | -27.7% |
| All | +32.4% | +74.6% | -42.1% | -27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling