+189.9%
KYN vs VOO
+82.8%
+107.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.7% |
| 7D | +0.2% | -0.8% | +1.0% | +0.7% |
| 30D | +1.2% | -1.1% | +2.2% | +1.8% |
| 3M | +8.7% | +3.9% | +4.8% | +5.5% |
| 6M | +7.9% | +13.6% | -5.8% | -2.2% |
| YTD | +26.0% | +12.7% | +13.3% | +14.8% |
| 1Y | +31.5% | +17.6% | +13.9% | +15.9% |
| 3Y | +123.0% | +77.3% | +45.7% | +43.0% |
| All | +189.9% | +82.8% | +107.0% | +79.7% |
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 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