+401.8%
KCE price history and return analytics
+357.8%
+43.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.0% |
| 7D | +1.8% | +2.9% | -1.1% | -1.6% |
| 30D | +4.6% | -2.5% | +7.1% | +7.8% |
| 3M | -3.6% | -3.3% | -0.3% | +0.3% |
| 6M | +4.9% | +1.5% | +3.4% | +2.7% |
| YTD | +7.8% | +11.4% | -3.6% | -5.9% |
| 1Y | +8.9% | +11.9% | -3.0% | -5.4% |
| 3Y | +95.7% | +73.9% | +21.8% | +0.5% |
| 5Y | +60.1% | +57.9% | +2.2% | -6.5% |
| 10Y | +358.6% | +222.6% | +136.0% | +11.6% |
| All | +401.8% | +357.8% | +43.9% | -2.4% |
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