+8,522.2%
KEN price history and return analytics
+217.6%
+8,304.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.7% |
| 7D | -4.6% | -0.1% | -4.5% | -4.3% |
| 30D | +3.0% | -3.1% | +6.0% | +5.9% |
| 3M | -4.0% | -3.5% | -0.5% | -0.8% |
| 6M | -30.7% | +0.5% | -31.1% | -30.4% |
| YTD | -2.8% | +10.8% | -13.6% | -9.6% |
| 1Y | +16.1% | +11.9% | +4.2% | +7.1% |
| 3Y | +334.9% | +73.0% | +261.9% | +186.5% |
| 5Y | +241.6% | +58.6% | +183.0% | +139.2% |
| 10Y | +8,522.2% | +219.2% | +8,303.0% | +4,101.3% |
| All | +8,522.2% | +217.6% | +8,304.5% | +4,101.3% |
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 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