+243.2%
KF price history and return analytics
+221.8%
+21.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | +5.9% | +2.4% | +3.6% | +3.5% |
| 30D | -9.8% | -1.5% | -8.2% | -7.8% |
| 3M | -18.4% | -4.1% | -14.3% | -14.0% |
| 6M | -24.9% | +0.6% | -25.5% | -23.3% |
| YTD | +43.4% | +11.0% | +32.4% | +35.1% |
| 1Y | +52.1% | +13.3% | +38.8% | +40.6% |
| 3Y | +170.9% | +73.4% | +97.5% | +69.6% |
| 5Y | +101.2% | +57.4% | +43.7% | +37.1% |
| All | +243.2% | +221.8% | +21.4% | +26.6% |
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