-97.5%
KAPA vs VT
+34.7%
-132.2%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.1% | -3.1% | -4.2% |
| 7D | -15.7% | -4.2% | -11.6% | -13.0% |
| 30D | -60.4% | -5.8% | -54.6% | -58.6% |
| 3M | -80.3% | -5.2% | -75.1% | -79.4% |
| 6M | -88.3% | +0.1% | -88.4% | -88.1% |
| YTD | -90.8% | +8.2% | -99.1% | -91.0% |
| 1Y | -93.1% | +10.1% | -103.2% | -93.3% |
| All | -97.5% | +34.7% | -132.2% | -97.7% |
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