-11.2%
KBWD price history and return analytics
+59.8%
-70.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.4% | -2.2% |
| 7D | -3.3% | -0.7% | -2.6% | -2.8% |
| 30D | +0.9% | -1.7% | +2.7% | +2.4% |
| 3M | -13.6% | -2.3% | -11.3% | -11.9% |
| 6M | -12.7% | +1.5% | -14.2% | -14.3% |
| YTD | -13.7% | +12.0% | -25.7% | -22.8% |
| 1Y | -11.9% | +12.9% | -24.8% | -21.8% |
| 3Y | +7.5% | +74.9% | -67.4% | -37.9% |
| 5Y | -11.2% | +59.9% | -71.1% | -46.1% |
| All | -11.2% | +59.8% | -70.9% | -46.1% |
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