+125.9%
KB price history and return analytics
+345.0%
-219.1%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | +2.5% |
| 7D | -2.3% | -4.2% | +1.8% | +3.1% |
| 30D | -10.3% | -5.8% | -4.5% | -3.2% |
| 3M | -7.3% | -5.2% | -2.1% | -0.5% |
| 6M | +2.6% | +0.1% | +2.5% | +2.7% |
| YTD | +30.0% | +8.2% | +21.8% | +18.3% |
| 1Y | +31.3% | +10.1% | +21.2% | +16.9% |
| 3Y | +199.2% | +69.7% | +129.5% | +52.8% |
| 5Y | +186.5% | +53.4% | +133.1% | +64.5% |
| 10Y | +273.8% | +219.2% | +54.5% | -22.1% |
| All | +125.9% | +345.0% | -219.1% | -69.5% |
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