+15.0%
KAI price history and return analytics
+13.3%
+1.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | -0.6% |
| 7D | -2.1% | -0.7% | -1.4% | -1.3% |
| 30D | +15.8% | -1.7% | +17.6% | +18.3% |
| 3M | -10.6% | -2.3% | -8.3% | -8.1% |
| 6M | -9.2% | +1.5% | -10.8% | -11.5% |
| YTD | +6.5% | +12.0% | -5.5% | -9.8% |
| 1Y | +15.0% | +12.9% | +2.1% | -3.2% |
| All | +15.0% | +13.3% | +1.8% | -3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling