-83.0%
KAPA price history and return analytics
+23.3%
-106.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | 0.0% | +10.2% | +10.2% |
| 7D | +10.9% | +0.4% | +10.5% | +10.1% |
| 30D | -20.3% | +1.0% | -21.3% | -21.4% |
| 3M | -43.6% | +2.4% | -46.0% | -45.4% |
| 6M | -58.3% | +12.0% | -70.3% | -64.3% |
| YTD | -63.0% | +15.3% | -78.3% | -71.5% |
| 1Y | -83.0% | +22.6% | -105.6% | -85.4% |
| All | -83.0% | +23.3% | -106.4% | -85.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling