+1,412.3%
KAI price history and return analytics
+363.9%
+1,048.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.7% | +7.4% | +7.0% |
| 7D | +16.1% | -0.3% | +16.4% | +16.7% |
| 30D | +15.7% | -1.4% | +17.1% | +17.8% |
| 3M | -7.7% | -1.4% | -6.3% | -6.2% |
| 6M | +8.0% | +5.5% | +2.6% | +1.4% |
| YTD | +8.8% | +12.8% | -4.0% | -6.0% |
| 1Y | +13.4% | +15.4% | -2.1% | -4.8% |
| 3Y | +27.9% | +76.9% | -48.9% | -34.9% |
| 5Y | +38.7% | +60.4% | -21.7% | -20.6% |
| 10Y | +531.1% | +232.8% | +298.3% | +47.8% |
| All | +1,412.3% | +363.9% | +1,048.4% | +134.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling