+157.4%
KALU price history and return analytics
+226.9%
-69.5%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -4.1% |
| 7D | -1.5% | -2.0% | +0.5% | +1.6% |
| 30D | -18.1% | -1.4% | -16.7% | -16.2% |
| 3M | -9.0% | +4.7% | -13.7% | -14.6% |
| 6M | +27.8% | +11.4% | +16.4% | +10.4% |
| YTD | +40.0% | +13.1% | +26.9% | +18.7% |
| 1Y | +114.7% | +19.0% | +95.7% | +69.3% |
| 3Y | +139.1% | +73.9% | +65.2% | +11.8% |
| 5Y | +58.3% | +65.4% | -7.0% | -18.9% |
| All | +157.4% | +226.9% | -69.5% | -40.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling