-15.2%
KNTK vs VT
+153.6%
-168.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.1% |
| 7D | -13.8% | -2.3% | -11.5% | -11.4% |
| 30D | -7.8% | -5.0% | -2.9% | -1.9% |
| 3M | -1.3% | -4.9% | +3.5% | +4.6% |
| 6M | +4.3% | -1.5% | +5.8% | +3.9% |
| YTD | +44.8% | +8.5% | +36.3% | +24.3% |
| 1Y | +52.2% | +11.4% | +40.8% | +25.9% |
| 3Y | +67.9% | +70.1% | -2.1% | -24.7% |
| 5Y | +118.7% | +53.7% | +64.9% | +12.1% |
| All | -15.2% | +153.6% | -168.7% | -79.2% |
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