+89.1%
KIO price history and return analytics
+271.0%
-181.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +0.1% | -2.3% | +2.4% | +1.2% |
| 30D | -1.2% | -5.0% | +3.8% | +1.3% |
| 3M | -6.4% | -4.9% | -1.5% | -4.1% |
| 6M | -6.3% | -1.5% | -4.7% | -5.7% |
| YTD | -4.0% | +8.5% | -12.5% | -8.1% |
| 1Y | -5.3% | +11.4% | -16.6% | -10.5% |
| 3Y | +21.8% | +70.1% | -48.3% | -7.8% |
| 5Y | +4.8% | +53.7% | -49.0% | -17.3% |
| 10Y | +82.1% | +220.0% | -137.8% | +2.2% |
| All | +89.1% | +271.0% | -181.8% | -1.1% |
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