Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KALU (Kaiser Aluminum Corporation) | 28.84% | 1.22% | 11.10% | 9.55% | 3.69% | 8.91% | NA | 7.63% |
Data as of 07/11/2025, AR inception is 06/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KALU (Kaiser Aluminum Corporation) | 06/15/2006 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.37 | 1.22 | 11.10 | 9.55 | 3.69 | 8.91 | NA | 7.63 | 28.84 | 2.75 | -2.14 | -16.17 | -2.43 | -7.53 | 27.25 | -14.68 | 39.24 | -4.47 | 19.56 | 3.70 | 16.04 | 37.13 | -6.58 | 23.20 | 90.63 | -71.11 | 42.67 | 60.17 |
| Sharpe Ratio | NA | -0.05 | 0.18 | 0.16 | 0.06 | NA | NA | 0.16 | 1.44 | -0.09 | -0.15 | -0.36 | -0.05 | -0.12 | 0.98 | -0.55 | 1.61 | -0.17 | 1.10 | 0.23 | 0.82 | 1.61 | -0.15 | 0.61 | 1.53 | -1.00 | 1.10 | 3.57 |
| Standard Deviation(%) | NA | 43.52 | 43.47 | 45.23 | 40.27 | NA | NA | 40.71 | 41.42 | 40.71 | 43.64 | 49.27 | 46.55 | 63.89 | 26.29 | 28.97 | 24.07 | 28.08 | 17.69 | 16.22 | 19.52 | 23.22 | 43.65 | 37.96 | 58.99 | 71.58 | 36.11 | 37.69 |
| Draw Down(%) | NA | 47.90 | 48.85 | 58.48 | 58.48 | NA | NA | 82.07 | 32.91 | 33.88 | 40.19 | 40.76 | 35.21 | 53.44 | 22.66 | 26.26 | 13.98 | 24.42 | 9.78 | 14.54 | 10.28 | 11.32 | 28.11 | 24.09 | 40.25 | 80.09 | 34.57 | 15.73 |
| Yield(%) | 0.00 | 3.38 | 4.20 | 4.43 | 3.12 | 5.78 | 4.93 | 5.19 | 2.19 | 4.38 | 4.07 | 3.17 | 3.00 | 2.41 | 2.69 | 2.01 | 2.54 | 2.74 | 2.23 | 1.95 | 1.90 | 2.08 | 1.90 | 2.24 | 4.09 | 1.08 | 0.62 | 0.00 |
Data as of 07/11/2025, AR inception is 06/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KALU (Kaiser Aluminum Corporation) |
-20.16%
Jun 2007 - Jun 2010 |
-8.55%
May 2018 - May 2023 |
0.56%
Mar 2015 - Mar 2025 |
1.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KALU (Kaiser Aluminum Corporation) |
33.46%
Nov 2008 - Nov 2011 |
28.98%
Nov 2008 - Nov 2013 |
19.88%
Feb 2009 - Feb 2019 |
12.26%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart