-79.2%
KZIA price history and return analytics
+72.7%
-151.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.9% | -6.5% | -5.8% |
| 7D | -9.5% | -2.0% | -7.5% | -6.0% |
| 30D | -20.7% | -1.4% | -19.3% | -18.4% |
| 3M | -4.3% | +4.7% | -9.0% | -11.8% |
| 6M | +29.2% | +11.4% | +17.9% | +6.7% |
| YTD | +59.8% | +13.1% | +46.7% | +26.7% |
| 1Y | +33.5% | +19.0% | +14.4% | -3.5% |
| All | -79.2% | +72.7% | -151.9% | -90.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling