+32.7%
KXI vs VOO
+72.6%
-39.9%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.4% |
| 7D | +2.0% | +2.6% | -0.5% | +1.1% |
| 30D | +7.1% | -2.0% | +9.1% | +7.8% |
| 3M | +6.6% | -2.8% | +9.4% | +7.6% |
| 6M | +8.9% | +2.2% | +6.8% | +7.7% |
| YTD | +15.9% | +11.5% | +4.4% | +10.4% |
| 1Y | +17.3% | +13.5% | +3.8% | +10.8% |
| 3Y | +39.5% | +78.1% | -38.6% | +4.7% |
| All | +32.7% | +72.6% | -39.9% | -1.5% |
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