+301.7%
KXI price history and return analytics
+357.8%
-56.1%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -1.2% | +2.9% | -4.1% | -2.8% |
| 30D | +7.7% | -2.5% | +10.2% | +9.1% |
| 3M | +6.6% | -3.3% | +9.9% | +8.4% |
| 6M | +7.7% | +1.5% | +6.2% | +6.1% |
| YTD | +14.5% | +11.4% | +3.1% | +6.6% |
| 1Y | +15.5% | +11.9% | +3.6% | +7.2% |
| 3Y | +38.2% | +73.9% | -35.7% | -2.5% |
| 5Y | +31.0% | +57.9% | -26.8% | -3.0% |
| 10Y | +104.0% | +222.6% | -118.6% | -3.0% |
| All | +301.7% | +357.8% | -56.1% | +43.7% |
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