-10.1%
KBWD price history and return analytics
+53.2%
-63.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +2.1% |
| 7D | -0.4% | -4.2% | +3.8% | +3.5% |
| 30D | +0.5% | -5.8% | +6.3% | +5.9% |
| 3M | -9.5% | -5.2% | -4.2% | -5.1% |
| 6M | -14.5% | +0.1% | -14.6% | -15.0% |
| YTD | -12.1% | +8.2% | -20.3% | -18.9% |
| 1Y | -9.3% | +10.1% | -19.4% | -17.7% |
| 3Y | +8.0% | +69.7% | -61.6% | -35.8% |
| 5Y | -10.1% | +53.4% | -63.5% | -43.0% |
| All | -10.1% | +53.2% | -63.3% | -43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling