+83.4%
KIO price history and return analytics
+223.7%
-140.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | +0.2% |
| 7D | +2.3% | +0.4% | +2.0% | +2.1% |
| 30D | -0.1% | -2.6% | +2.5% | +1.3% |
| 3M | -6.0% | -3.2% | -2.8% | -4.4% |
| 6M | -4.6% | +0.9% | -5.6% | -5.3% |
| YTD | -2.5% | +11.3% | -13.8% | -8.3% |
| 1Y | -3.8% | +14.0% | -17.8% | -10.7% |
| 3Y | +22.9% | +75.8% | -53.0% | -10.9% |
| 5Y | +5.7% | +57.8% | -52.1% | -19.3% |
| 10Y | +83.4% | +219.8% | -136.4% | -6.9% |
| All | +83.4% | +223.7% | -140.2% | -6.9% |
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