+54.9%
KBWD price history and return analytics
+224.5%
-169.6%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.1% | +0.4% | -0.4% | -0.4% |
| 30D | +3.0% | +1.0% | +2.0% | +2.0% |
| 3M | +3.6% | +2.4% | +1.2% | +1.0% |
| 6M | +1.4% | +12.0% | -10.6% | -9.5% |
| YTD | 0.0% | +15.3% | -15.3% | -13.4% |
| 1Y | -0.7% | +22.6% | -23.2% | -19.1% |
| 3Y | +12.7% | +74.7% | -62.0% | -35.5% |
| 5Y | +7.4% | +66.1% | -58.7% | -35.6% |
| All | +54.9% | +224.5% | -169.6% | -49.5% |
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