-83.9%
KDK vs VT
+13.2%
-97.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +34.6% | +0.2% | +34.4% | +34.2% |
| 7D | +4.9% | -2.3% | +7.2% | +10.2% |
| 30D | -24.7% | -5.0% | -19.8% | -16.6% |
| 3M | -70.6% | -4.9% | -65.8% | -67.4% |
| 6M | -85.5% | -1.5% | -84.0% | -84.6% |
| YTD | -88.3% | +8.5% | -96.8% | -89.1% |
| 1Y | -82.6% | +11.4% | -94.0% | -83.9% |
| All | -83.9% | +13.2% | -97.1% | -85.4% |
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