-6.7%
KNTK vs VT
+169.6%
-176.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.2% | +0.4% | +0.7% | +0.5% |
| 30D | +12.6% | +1.0% | +11.6% | +11.0% |
| 3M | +20.8% | +2.4% | +18.4% | +15.4% |
| 6M | +23.3% | +12.0% | +11.3% | +2.7% |
| YTD | +59.2% | +15.3% | +43.8% | +26.8% |
| 1Y | +37.1% | +22.6% | +14.5% | +0.1% |
| 3Y | +91.9% | +74.7% | +17.2% | -16.1% |
| 5Y | +143.9% | +66.1% | +77.8% | +12.5% |
| All | -6.7% | +169.6% | -176.3% | -78.7% |
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