+680.9%
KBWP price history and return analytics
+361.7%
+319.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -1.2% |
| 7D | -0.8% | +0.4% | -1.2% | -1.1% |
| 30D | +11.0% | -2.6% | +13.6% | +12.5% |
| 3M | +3.5% | -3.2% | +6.7% | +5.2% |
| 6M | +19.9% | +0.9% | +19.0% | +18.3% |
| YTD | +11.8% | +11.3% | +0.5% | +3.5% |
| 1Y | +18.2% | +14.0% | +4.2% | +7.8% |
| 3Y | +69.3% | +75.8% | -6.6% | +17.3% |
| 5Y | +94.9% | +57.8% | +37.1% | +43.1% |
| 10Y | +240.2% | +219.8% | +20.4% | +75.8% |
| All | +680.9% | +361.7% | +319.2% | +294.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling