+441.1%
KAI price history and return analytics
+217.6%
+223.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.6% |
| 7D | +6.0% | -0.1% | +6.2% | +6.3% |
| 30D | +15.3% | -3.1% | +18.3% | +19.6% |
| 3M | -10.0% | -3.5% | -6.5% | -6.2% |
| 6M | -11.3% | +0.5% | -11.7% | -11.8% |
| YTD | +5.7% | +10.8% | -5.1% | -6.3% |
| 1Y | +13.3% | +11.9% | +1.4% | -0.7% |
| 3Y | +22.5% | +73.0% | -50.5% | -33.9% |
| 5Y | +30.2% | +58.6% | -28.4% | -22.2% |
| 10Y | +441.1% | +219.2% | +221.9% | +68.2% |
| All | +441.1% | +217.6% | +223.4% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling