+242.9%
KXI vs VOO
+812.0%
-569.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.2% |
| 7D | -0.7% | +0.5% | -1.2% | -1.0% |
| 30D | -2.3% | -0.9% | -1.4% | -1.8% |
| 3M | +2.3% | +3.9% | -1.6% | -0.1% |
| 6M | -0.9% | +14.5% | -15.4% | -8.7% |
| YTD | +6.4% | +13.0% | -6.6% | -1.4% |
| 1Y | +5.5% | +19.4% | -13.9% | -5.5% |
| 3Y | +24.4% | +78.9% | -54.5% | -14.3% |
| 5Y | +22.7% | +82.3% | -59.6% | -17.5% |
| 10Y | +72.7% | +314.2% | -241.5% | -33.7% |
| All | +242.9% | +812.0% | -569.1% | -19.8% |
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 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