+9,043.7%
KEN price history and return analytics
+221.4%
+8,822.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.5% |
| 7D | +7.3% | +1.0% | +6.3% | +6.5% |
| 30D | +3.7% | -0.2% | +3.9% | +4.0% |
| 3M | -10.4% | +4.5% | -15.0% | -13.3% |
| 6M | -14.9% | +14.1% | -28.9% | -22.9% |
| YTD | +8.1% | +14.8% | -6.6% | -2.6% |
| 1Y | +57.7% | +21.2% | +36.5% | +36.3% |
| 3Y | +331.4% | +76.6% | +254.9% | +178.8% |
| 5Y | +276.9% | +66.6% | +210.3% | +153.8% |
| 10Y | +9,043.7% | +222.3% | +8,821.4% | +4,274.7% |
| All | +9,043.7% | +221.4% | +8,822.2% | +4,274.7% |
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