+509.7%
KFY price history and return analytics
+371.8%
+137.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.3% |
| 7D | -3.1% | +1.0% | -4.1% | -4.2% |
| 30D | -2.4% | -0.2% | -2.2% | -2.2% |
| 3M | +13.8% | +4.5% | +9.3% | +7.3% |
| 6M | +31.1% | +14.1% | +17.1% | +11.0% |
| YTD | +26.3% | +14.8% | +11.6% | +6.0% |
| 1Y | +16.6% | +21.2% | -4.6% | -8.3% |
| 3Y | +82.0% | +76.6% | +5.4% | -7.8% |
| 5Y | +24.0% | +66.6% | -42.6% | -32.4% |
| 10Y | +296.3% | +222.3% | +74.0% | +7.6% |
| All | +509.7% | +371.8% | +137.9% | +12.7% |
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 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