+21.9%
KXI vs VOO
+82.8%
-61.0%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | +0.1% |
| 7D | -1.5% | -0.8% | -0.7% | -1.2% |
| 30D | -1.9% | -1.1% | -0.9% | -1.5% |
| 3M | -1.5% | +3.9% | -5.4% | -3.1% |
| 6M | -0.8% | +13.6% | -14.5% | -6.1% |
| YTD | +5.4% | +12.7% | -7.3% | +0.1% |
| 1Y | +4.6% | +17.6% | -13.0% | -2.6% |
| 3Y | +22.2% | +77.3% | -55.2% | -7.9% |
| All | +21.9% | +82.8% | -61.0% | -11.8% |
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