-54.1%
KC price history and return analytics
+163.5%
-217.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +2.8% | +0.4% | +2.4% | +1.7% |
| 30D | -12.5% | +1.0% | -13.5% | -14.4% |
| 3M | -12.7% | +2.4% | -15.1% | -17.6% |
| 6M | -9.8% | +12.0% | -21.8% | -31.8% |
| YTD | +5.8% | +15.3% | -9.5% | -24.9% |
| 1Y | -18.5% | +22.6% | -41.1% | -50.4% |
| 3Y | +89.9% | +74.7% | +15.3% | -53.2% |
| 5Y | -67.8% | +66.1% | -133.9% | -89.6% |
| All | -54.1% | +163.5% | -217.6% | -92.1% |
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 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