+28.5%
KBWD price history and return analytics
+222.7%
-194.2%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.5% |
| 7D | -3.8% | +2.9% | -6.7% | -6.5% |
| 30D | -0.7% | -2.5% | +1.8% | +1.6% |
| 3M | -15.4% | -3.3% | -12.1% | -12.8% |
| 6M | -14.1% | +1.5% | -15.6% | -15.8% |
| YTD | -15.5% | +11.4% | -26.8% | -24.4% |
| 1Y | -13.5% | +11.9% | -25.4% | -23.1% |
| 3Y | +5.3% | +73.9% | -68.6% | -39.8% |
| 5Y | -12.7% | +57.9% | -70.6% | -45.2% |
| All | +28.5% | +222.7% | -194.2% | -58.7% |
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