+247.9%
KF price history and return analytics
+224.4%
+23.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.1% | +5.5% | +5.4% |
| 7D | -2.1% | -0.7% | -1.4% | -0.9% |
| 30D | -12.8% | -1.7% | -11.0% | -10.6% |
| 3M | -11.0% | -2.3% | -8.7% | -8.0% |
| 6M | -25.4% | +1.5% | -27.0% | -24.6% |
| YTD | +47.1% | +12.0% | +35.0% | +37.1% |
| 1Y | +55.3% | +12.9% | +42.5% | +43.9% |
| 3Y | +177.5% | +74.9% | +102.5% | +72.0% |
| 5Y | +106.5% | +59.9% | +46.6% | +38.5% |
| 10Y | +247.9% | +224.6% | +23.2% | +26.8% |
| All | +247.9% | +224.4% | +23.5% | +26.8% |
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