+1,810.0%
KAI vs VOO
+775.2%
+1,034.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.4% | +1.4% | +2.4% |
| 7D | +10.4% | -4.7% | +15.1% | +17.1% |
| 30D | +13.7% | -5.9% | +19.6% | +22.5% |
| 3M | -11.1% | -4.5% | -6.5% | -6.1% |
| 6M | +3.9% | +1.9% | +2.1% | +1.6% |
| YTD | +5.6% | +8.4% | -2.8% | -4.3% |
| 1Y | +10.4% | +9.5% | +0.9% | -1.1% |
| 3Y | +24.2% | +75.3% | -51.1% | -36.4% |
| 5Y | +31.8% | +67.9% | -36.1% | -29.2% |
| 10Y | +512.4% | +314.4% | +198.0% | -5.3% |
| All | +1,810.0% | +775.2% | +1,034.8% | -37.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling