+158.5%
KEMX price history and return analytics
+146.8%
+11.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.5% |
| 7D | +2.9% | -0.1% | +3.1% | +3.1% |
| 30D | +7.6% | -0.7% | +8.2% | +8.3% |
| 3M | +7.1% | +4.0% | +3.1% | +3.7% |
| 6M | +26.6% | +12.3% | +14.3% | +15.0% |
| YTD | +42.3% | +14.0% | +28.2% | +27.8% |
| 1Y | +63.0% | +20.3% | +42.7% | +39.7% |
| 3Y | +119.0% | +75.4% | +43.6% | +34.5% |
| 5Y | +93.3% | +66.0% | +27.3% | +24.3% |
| All | +158.5% | +146.8% | +11.7% | +19.3% |
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 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