-58.7%
KD price history and return analytics
+60.7%
-119.4%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.1% |
| 7D | +3.2% | +2.4% | +0.8% | -0.1% |
| 30D | +42.6% | -1.5% | +44.1% | +45.9% |
| 3M | +20.6% | -4.1% | +24.7% | +28.0% |
| 6M | +52.1% | +0.6% | +51.6% | +49.8% |
| YTD | -36.7% | +11.0% | -47.7% | -47.1% |
| 1Y | -34.3% | +13.3% | -47.7% | -46.8% |
| 3Y | -3.7% | +73.4% | -77.1% | -57.8% |
| 5Y | -18.9% | +57.4% | -76.4% | -63.7% |
| All | -58.7% | +60.7% | -119.4% | -81.4% |
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 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