+107.9%
KBA price history and return analytics
+223.7%
-115.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -0.2% |
| 7D | +2.3% | +0.4% | +2.0% | +2.0% |
| 30D | -6.6% | -2.6% | -4.0% | -4.9% |
| 3M | -15.2% | -3.2% | -11.9% | -13.2% |
| 6M | -14.6% | +0.9% | -15.5% | -15.1% |
| YTD | -6.7% | +11.3% | -18.0% | -13.4% |
| 1Y | -3.7% | +14.0% | -17.7% | -12.2% |
| 3Y | +41.0% | +75.8% | -34.8% | -6.2% |
| 5Y | +19.0% | +57.8% | -38.8% | -14.8% |
| 10Y | +107.9% | +219.8% | -111.9% | -8.1% |
| All | +107.9% | +223.7% | -115.8% | -8.1% |
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