-64.3%
KC price history and return analytics
+156.0%
-220.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | -1.4% |
| 7D | +5.2% | -0.7% | +5.9% | +5.9% |
| 30D | -7.9% | -1.7% | -6.1% | -4.4% |
| 3M | -27.5% | -2.3% | -25.2% | -23.2% |
| 6M | -47.9% | +1.5% | -49.4% | -49.9% |
| YTD | -17.6% | +12.0% | -29.6% | -37.4% |
| 1Y | -26.5% | +12.9% | -39.4% | -45.5% |
| 3Y | +69.4% | +74.9% | -5.6% | -59.4% |
| 5Y | -62.9% | +59.9% | -122.8% | -87.0% |
| All | -64.3% | +156.0% | -220.2% | -93.4% |
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