+313.1%
KF price history and return analytics
+222.7%
+90.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.1% | +2.1% |
| 7D | +5.7% | -0.1% | +5.8% | +5.8% |
| 30D | +16.9% | -0.7% | +17.6% | +17.9% |
| 3M | 0.0% | +4.0% | -4.0% | -2.7% |
| 6M | +37.9% | +12.3% | +25.6% | +26.6% |
| YTD | +88.0% | +14.0% | +74.0% | +70.7% |
| 1Y | +150.5% | +20.3% | +130.2% | +116.8% |
| 3Y | +234.1% | +75.4% | +158.6% | +104.5% |
| 5Y | +151.0% | +66.0% | +85.0% | +60.8% |
| 10Y | +313.1% | +228.2% | +84.9% | +40.7% |
| All | +313.1% | +222.7% | +90.4% | +40.7% |
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