+24.2%
KN vs VOO
+418.6%
-394.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +1.0% |
| 7D | +3.8% | +0.5% | +3.2% | +3.1% |
| 30D | -8.9% | -0.9% | -7.9% | -7.9% |
| 3M | -6.8% | +3.9% | -10.7% | -10.3% |
| 6M | +43.5% | +14.5% | +28.9% | +24.3% |
| YTD | +66.2% | +13.0% | +53.3% | +46.8% |
| 1Y | +66.4% | +19.4% | +47.0% | +38.7% |
| 3Y | +146.0% | +78.9% | +67.1% | +36.3% |
| 5Y | +79.3% | +82.3% | -3.0% | -3.8% |
| 10Y | +149.3% | +314.2% | -164.9% | -50.9% |
| All | +24.2% | +418.6% | -394.4% | -79.1% |
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