+10.7%
KBWD price history and return analytics
+76.6%
-65.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +1.9% |
| 7D | +2.5% | -0.3% | +2.8% | +2.8% |
| 30D | +2.3% | -1.4% | +3.8% | +3.6% |
| 3M | -9.1% | -1.4% | -7.7% | -8.0% |
| 6M | -12.7% | +5.5% | -18.2% | -16.9% |
| YTD | -10.7% | +12.8% | -23.5% | -19.9% |
| 1Y | -7.5% | +15.4% | -23.0% | -18.8% |
| All | +10.7% | +76.6% | -65.8% | -40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling