+349.2%
KEQU price history and return analytics
+368.9%
-19.7%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.1% | -0.6% |
| 7D | -6.9% | -1.1% | -5.8% | -6.5% |
| 30D | -4.9% | -1.0% | -3.9% | -4.5% |
| 3M | -3.7% | +3.2% | -6.8% | -4.9% |
| 6M | -15.9% | +12.5% | -28.4% | -19.7% |
| YTD | -7.9% | +14.1% | -22.0% | -12.5% |
| 1Y | -20.0% | +18.9% | -38.9% | -25.2% |
| 3Y | +91.6% | +74.1% | +17.5% | +57.0% |
| 5Y | +164.8% | +66.9% | +97.9% | +117.8% |
| 10Y | +47.6% | +228.3% | -180.7% | -7.0% |
| All | +349.2% | +368.9% | -19.7% | +108.0% |
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