+14.9%
KEN vs VOO
+11.8%
+3.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.8% |
| 7D | +7.2% | +3.3% | +3.9% | +2.7% |
| 30D | -2.2% | -2.7% | +0.5% | +1.6% |
| 3M | -8.9% | -1.7% | -7.1% | -6.5% |
| 6M | -32.5% | +3.1% | -35.6% | -34.0% |
| YTD | -2.2% | +11.9% | -14.1% | -10.8% |
| 1Y | +14.9% | +12.1% | +2.8% | +4.4% |
| All | +14.9% | +11.8% | +3.1% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling