+33.5%
KAI price history and return analytics
+57.4%
-23.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.6% | +1.0% | +0.4% |
| 7D | +6.9% | +0.4% | +6.6% | +6.5% |
| 30D | +16.6% | -2.6% | +19.2% | +20.4% |
| 3M | -10.1% | -3.2% | -6.8% | -6.5% |
| 6M | -10.3% | +0.9% | -11.2% | -11.4% |
| YTD | +6.9% | +11.3% | -4.4% | -6.3% |
| 1Y | +13.3% | +14.0% | -0.7% | -3.7% |
| 3Y | +25.2% | +75.8% | -50.6% | -33.8% |
| 5Y | +33.5% | +57.8% | -24.3% | -23.3% |
| All | +33.5% | +57.4% | -23.8% | -23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling