-67.0%
KC price history and return analytics
+154.4%
-221.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.6% | -7.1% | -6.2% |
| 7D | -3.8% | +2.9% | -6.7% | -10.5% |
| 30D | -15.7% | -2.5% | -13.2% | -10.7% |
| 3M | -33.1% | -3.3% | -29.8% | -27.2% |
| 6M | -48.7% | +1.5% | -50.2% | -50.7% |
| YTD | -24.0% | +11.4% | -35.3% | -41.3% |
| 1Y | -31.9% | +11.9% | -43.9% | -48.4% |
| 3Y | +56.3% | +73.9% | -17.6% | -61.9% |
| 5Y | -65.9% | +57.9% | -123.8% | -87.7% |
| All | -67.0% | +154.4% | -221.4% | -93.8% |
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