-53.7%
KEP price history and return analytics
+229.8%
-283.4%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.0% |
| 7D | +2.3% | -1.1% | +3.4% | +3.2% |
| 30D | +2.8% | -1.0% | +3.8% | +3.6% |
| 3M | -0.2% | +3.2% | -3.3% | -2.3% |
| 6M | -25.3% | +12.5% | -37.8% | -31.4% |
| YTD | -26.0% | +14.1% | -40.1% | -32.7% |
| 1Y | -11.1% | +18.9% | -30.0% | -21.6% |
| 3Y | +82.9% | +74.1% | +8.8% | +19.7% |
| 5Y | +23.7% | +66.9% | -43.2% | -16.7% |
| All | -53.7% | +229.8% | -283.4% | -83.1% |
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