+39.0%
KBWD price history and return analytics
+215.5%
-176.5%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -1.1% |
| 7D | +0.8% | -2.3% | +3.1% | +3.0% |
| 30D | +1.3% | -5.0% | +6.3% | +6.2% |
| 3M | -10.9% | -4.9% | -6.0% | -6.6% |
| 6M | -15.2% | -1.5% | -13.7% | -14.3% |
| YTD | -12.8% | +8.5% | -21.3% | -20.1% |
| 1Y | -10.1% | +11.4% | -21.4% | -19.7% |
| 3Y | +8.1% | +70.1% | -62.0% | -36.9% |
| 5Y | -10.8% | +53.7% | -64.6% | -42.5% |
| All | +39.0% | +215.5% | -176.5% | -52.8% |
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