-97.4%
KZIA price history and return analytics
+229.8%
-327.2%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.9% |
| 7D | -9.1% | -1.1% | -8.0% | -8.2% |
| 30D | -12.5% | -1.0% | -11.5% | -11.7% |
| 3M | -10.8% | +3.2% | -13.9% | -12.9% |
| 6M | +38.0% | +12.5% | +25.5% | +26.0% |
| YTD | +62.4% | +14.1% | +48.3% | +46.3% |
| 1Y | +37.3% | +18.9% | +18.4% | +20.2% |
| 3Y | -78.9% | +74.1% | -153.0% | -85.4% |
| 5Y | -97.9% | +66.9% | -164.8% | -98.5% |
| All | -97.4% | +229.8% | -327.2% | -98.8% |
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