+99.1%
KF vs VOO
+72.6%
+26.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | +5.9% | +2.6% | +3.4% | +3.5% |
| 30D | -9.8% | -2.0% | -7.8% | -7.5% |
| 3M | -18.4% | -2.8% | -15.6% | -15.5% |
| 6M | -24.9% | +2.2% | -27.1% | -24.9% |
| YTD | +43.4% | +11.5% | +31.9% | +34.7% |
| 1Y | +52.1% | +13.5% | +38.6% | +41.0% |
| 3Y | +170.9% | +78.1% | +92.8% | +80.9% |
| All | +99.1% | +72.6% | +26.5% | +33.6% |
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