+113.2%
KN vs VOO
+78.5%
+34.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.3% |
| 7D | +5.5% | +2.6% | +3.0% | +1.5% |
| 30D | -5.4% | -2.0% | -3.4% | -1.7% |
| 3M | -12.7% | -2.8% | -9.9% | -8.0% |
| 6M | -9.9% | +2.2% | -12.1% | -11.4% |
| YTD | +54.0% | +11.5% | +42.5% | +33.6% |
| 1Y | +50.8% | +13.5% | +37.3% | +27.7% |
| 3Y | +113.2% | +78.1% | +35.1% | -9.6% |
| All | +113.2% | +78.5% | +34.7% | -9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling