-90.8%
KAPA price history and return analytics
+40.7%
-131.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.8% |
| 7D | +0.6% | -2.0% | +2.6% | +2.0% |
| 30D | -33.9% | -1.4% | -32.5% | -33.1% |
| 3M | -44.2% | +4.7% | -48.9% | -45.4% |
| 6M | -62.5% | +11.4% | -73.9% | -64.4% |
| YTD | -66.2% | +13.1% | -79.3% | -68.0% |
| 1Y | -87.0% | +19.0% | -106.1% | -87.8% |
| All | -90.8% | +40.7% | -131.5% | -92.0% |
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 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