+185.7%
KBWB price history and return analytics
+223.7%
-38.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | -0.8% |
| 7D | +0.2% | +0.4% | -0.2% | -0.3% |
| 30D | +2.5% | -2.6% | +5.1% | +5.8% |
| 3M | -7.6% | -3.2% | -4.3% | -3.8% |
| 6M | +6.4% | +0.9% | +5.4% | +4.5% |
| YTD | +8.3% | +11.3% | -3.0% | -6.3% |
| 1Y | +18.3% | +14.0% | +4.3% | -0.7% |
| 3Y | +144.3% | +75.8% | +68.5% | +17.4% |
| 5Y | +44.2% | +57.8% | -13.6% | -19.4% |
| 10Y | +185.7% | +219.8% | -34.1% | -30.0% |
| All | +185.7% | +223.7% | -38.0% | -30.0% |
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 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