-99.8%
KPRX vs VT
+57.0%
-156.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.3% | -7.2% | -7.2% |
| 7D | -14.6% | +2.4% | -16.9% | -16.6% |
| 30D | -50.2% | -1.5% | -48.7% | -49.2% |
| 3M | -52.5% | -4.1% | -48.4% | -50.2% |
| 6M | -54.3% | +0.6% | -54.8% | -54.8% |
| YTD | -37.6% | +11.0% | -48.6% | -44.5% |
| 1Y | -44.0% | +13.3% | -57.3% | -51.2% |
| 3Y | -77.5% | +73.4% | -150.9% | -87.7% |
| All | -99.8% | +57.0% | -156.8% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling