+133.4%
KBA price history and return analytics
+222.7%
-89.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.5% |
| 7D | +0.3% | -0.1% | +0.4% | +0.4% |
| 30D | -3.3% | -0.7% | -2.6% | -2.9% |
| 3M | -1.8% | +4.0% | -5.8% | -4.4% |
| 6M | +8.0% | +12.3% | -4.3% | -0.3% |
| YTD | +5.8% | +14.0% | -8.2% | -3.4% |
| 1Y | +16.1% | +20.3% | -4.2% | +2.1% |
| 3Y | +53.4% | +75.4% | -22.1% | +2.4% |
| 5Y | +33.6% | +66.0% | -32.4% | -7.8% |
| 10Y | +133.4% | +228.2% | -94.8% | +0.6% |
| All | +133.4% | +222.7% | -89.2% | +0.6% |
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