+157.7%
KEX price history and return analytics
+355.4%
-197.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.3% |
| 7D | -11.8% | -0.1% | -11.7% | -11.8% |
| 30D | -8.9% | -3.1% | -5.8% | -5.8% |
| 3M | -6.3% | -3.5% | -2.8% | -2.8% |
| 6M | -12.7% | +0.5% | -13.2% | -13.5% |
| YTD | +12.7% | +10.8% | +1.9% | -0.3% |
| 1Y | +15.0% | +11.9% | +3.1% | +0.7% |
| 3Y | +62.2% | +73.0% | -10.8% | -10.9% |
| 5Y | +114.0% | +58.6% | +55.4% | +28.9% |
| 10Y | +91.8% | +219.2% | -127.4% | -41.6% |
| All | +157.7% | +355.4% | -197.7% | -46.5% |
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