-96.0%
KPLT vs VT
+113.6%
-209.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +1.2% |
| 7D | -21.2% | -4.2% | -17.0% | -18.6% |
| 30D | +130.1% | -5.8% | +135.9% | +140.6% |
| 3M | +55.7% | -5.2% | +60.9% | +62.4% |
| 6M | +44.1% | +0.1% | +44.0% | +43.7% |
| YTD | +52.8% | +8.2% | +44.6% | +43.5% |
| 1Y | -12.0% | +10.1% | -22.1% | -18.8% |
| 3Y | -8.7% | +69.7% | -78.4% | -41.7% |
| 5Y | -90.8% | +53.4% | -144.1% | -93.7% |
| All | -96.0% | +113.6% | -209.6% | -97.4% |
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