+837.1%
KGEI price history and return analytics
+65.7%
+771.5%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.2% |
| 7D | +6.7% | -1.1% | +7.8% | +7.5% |
| 30D | +21.0% | -1.0% | +22.0% | +21.8% |
| 3M | +22.6% | +3.2% | +19.5% | +19.1% |
| 6M | +32.3% | +12.5% | +19.8% | +17.5% |
| YTD | +66.9% | +14.1% | +52.9% | +45.7% |
| 1Y | +20.8% | +18.9% | +1.9% | +1.0% |
| 3Y | +51.5% | +74.1% | -22.6% | -15.3% |
| All | +837.1% | +65.7% | +771.5% | +419.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling