-68.7%
KMRK vs VT
+19.7%
-88.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +3.4% |
| 7D | +4.7% | -2.3% | +7.0% | +3.9% |
| 30D | +46.9% | -5.0% | +51.9% | +43.7% |
| 3M | +26.0% | -4.9% | +30.9% | +23.3% |
| 6M | -43.6% | -1.5% | -42.1% | -42.6% |
| YTD | +19.2% | +8.5% | +10.7% | +21.6% |
| 1Y | +72.2% | +11.4% | +60.8% | +64.1% |
| All | -68.7% | +19.7% | -88.4% | -83.0% |
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