+8,410.2%
KEN price history and return analytics
+221.8%
+8,188.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.7% |
| 7D | +5.9% | +2.4% | +3.5% | +4.0% |
| 30D | -1.6% | -1.5% | -0.1% | -0.2% |
| 3M | -10.2% | -4.1% | -6.1% | -6.7% |
| 6M | -32.9% | +0.6% | -33.4% | -32.6% |
| YTD | -4.1% | +11.0% | -15.1% | -11.0% |
| 1Y | +11.1% | +13.3% | -2.2% | +1.6% |
| 3Y | +344.1% | +73.4% | +270.7% | +191.9% |
| 5Y | +237.1% | +57.4% | +179.6% | +137.2% |
| All | +8,410.2% | +221.8% | +8,188.5% | +4,032.8% |
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