+156.0%
KEMX price history and return analytics
+146.9%
+9.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.5% |
| 7D | -0.4% | -1.1% | +0.7% | +0.6% |
| 30D | +4.2% | -1.0% | +5.2% | +5.2% |
| 3M | +2.8% | +3.2% | -0.3% | +0.3% |
| 6M | +25.4% | +12.5% | +12.9% | +13.8% |
| YTD | +40.9% | +14.1% | +26.8% | +26.5% |
| 1Y | +58.0% | +18.9% | +39.1% | +36.8% |
| 3Y | +114.0% | +74.1% | +39.9% | +32.3% |
| 5Y | +91.5% | +66.9% | +24.7% | +22.6% |
| All | +156.0% | +146.9% | +9.1% | +18.1% |
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