+151.2%
KN vs VOO
+77.0%
+74.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.3% |
| 7D | +4.0% | -0.4% | +4.3% | +4.5% |
| 30D | -6.3% | -1.4% | -4.9% | -4.3% |
| 3M | -6.2% | +3.7% | -9.9% | -10.8% |
| 6M | +42.6% | +13.0% | +29.6% | +19.7% |
| YTD | +67.2% | +12.4% | +54.8% | +42.0% |
| 1Y | +67.9% | +18.6% | +49.3% | +32.3% |
| All | +151.2% | +77.0% | +74.2% | +10.7% |
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 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