+4,327.5%
KEN price history and return analytics
+228.3%
+4,099.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.9% |
| 7D | -10.4% | -2.3% | -8.1% | -8.6% |
| 30D | -7.4% | -5.0% | -2.5% | -3.4% |
| 3M | -12.2% | -4.9% | -7.4% | -8.3% |
| 6M | -37.6% | -1.5% | -36.0% | -36.3% |
| YTD | -9.4% | +8.5% | -17.9% | -14.3% |
| 1Y | +13.8% | +11.4% | +2.5% | +5.7% |
| 3Y | +313.0% | +70.1% | +242.9% | +177.9% |
| 5Y | +204.3% | +53.7% | +150.5% | +120.0% |
| 10Y | +7,621.3% | +220.0% | +7,401.3% | +3,368.6% |
| All | +4,327.5% | +228.3% | +4,099.2% | +1,813.9% |
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