When you're looking for someone to help you invest, the most important information you can have is his or her personal investing track record. Marketocracy has more detailed track records on more individuals than anyone in the world. This is the track record for Kai Petainen's model portfolio at Marketocracy. KAI is on the m100 team and as such the model portfolio is used to help drive the investing of Marketocracy investment products.
On this page we show various Performance charts and tables for Kai Petainen. The kind you would typically see at other financial websites and publications that track the performance of a fund; but importantly not the track record of the manager managing the fund. The track record of a fund typically has been delivered by several managers and several analysts that are no longer managing the fund. Even though it is the manager that will deliver the future performance your investment is depending upon.
Inception Date: 2/11/2003
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Returns are after all implied fees including 5c/share transaction fees, SEC fees, management and administration fees of 1.95% |
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03/10/10 |
MTD |
QTD |
YTD |
| KAI |
0.39% |
6.08% |
9.19% |
9.19% |
| S&P 500 |
0.45% |
3.78% |
3.15% |
3.15% |
| DOW |
0.03% |
2.34% |
1.34% |
1.34% |
| Nasdaq |
0.78% |
5.39% |
3.96% |
3.96% |
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| KAI Returns |
| Last Week | 3.38% |
| Last Month | 11.89% |
| Last 3 Months | 12.09% |
| Last 6 Months | 15.86% |
| Last Year | 79.00% |
| Last 2 Years | -2.92% |
| Last 3 Years | -14.63% |
| Last 5 Years | 31.12% |
| Since Inception | 192.62% |
| (Annualized) | 16.37% |
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| S&P500 Returns |
| Last Week | 2.44% |
| Last Month | 8.66% |
| Last 3 Months | 4.44% |
| Last 6 Months | 10.96% |
| Last Year | 62.72% |
| Last 2 Years | -5.64% |
| Last 3 Years | -12.68% |
| Last 5 Years | 5.95% |
| Since Inception | 59.16% |
| (Annualized) | 6.78% |
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| Returns vs S&P500 |
| Last Week | 0.94% |
| Last Month | 3.23% |
| Last 3 Months | 7.65% |
| Last 6 Months | 4.90% |
| Last Year | 16.28% |
| Last 2 Years | 2.72% |
| Last 3 Years | -1.95% |
| Last 5 Years | 25.18% |
| Since Inception | 133.46% |
| (Annualized) | 9.59% |
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| Alpha |
9.98% |
| Beta |
0.85 |
| R-Squared |
0.68 |
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| 5 MOST PROFITABLE |
| Name |
Symbol |
Inception Return |
| UFP TECHNOLOGIES |
UFPT |
$317,993.14 |
| NORTHROP GRUMMAN |
NOC |
$119,646.33 |
| USG CORP |
USG |
$105,981.30 |
| AETNA INC NEW |
AET |
$94,818.39 |
| BOOKS-A-MILLION |
BAMM |
$93,381.66 |
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| 5 LEAST PROFITABLE |
| Name |
Symbol |
Inception Return |
| ProShares UltraShort HealthCar |
RXD |
-$120,729.57 |
| Specialty Underwriters' Alliance, Incorporated |
SUAI |
-$108,496.64 |
| HealthTronics Inc |
HTRN |
-$99,748.48 |
| ProShares Ultra Basic Material |
UYM |
-$96,245.42 |
| AUTOLIV INC |
ALV |
-$93,783.55 |
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| Generated 03/11/2010 05:57 |
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