+302.6%
KXI price history and return analytics
+357.6%
-55.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.5% |
| 7D | +0.2% | +0.4% | -0.1% | -0.1% |
| 30D | +8.8% | -2.6% | +11.4% | +10.2% |
| 3M | +5.4% | -3.2% | +8.7% | +7.2% |
| 6M | +8.1% | +0.9% | +7.2% | +6.8% |
| YTD | +14.7% | +11.3% | +3.4% | +6.9% |
| 1Y | +16.8% | +14.0% | +2.8% | +7.2% |
| 3Y | +38.4% | +75.8% | -37.4% | -3.0% |
| 5Y | +31.2% | +57.8% | -26.6% | -2.8% |
| 10Y | +97.8% | +219.8% | -122.0% | -5.4% |
| All | +302.6% | +357.6% | -55.0% | +44.1% |
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