-57.6%
KD price history and return analytics
+60.3%
-117.9%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.4% |
| 7D | +33.5% | -0.1% | +33.6% | +34.3% |
| 30D | +47.0% | -3.1% | +50.0% | +53.8% |
| 3M | +26.7% | -3.5% | +30.2% | +33.4% |
| 6M | +40.9% | +0.5% | +40.4% | +38.9% |
| YTD | -35.0% | +10.8% | -45.8% | -45.5% |
| 1Y | -33.7% | +11.9% | -45.6% | -45.2% |
| 3Y | -2.3% | +73.0% | -75.2% | -57.0% |
| 5Y | -18.7% | +58.6% | -77.3% | -63.4% |
| All | -57.6% | +60.3% | -117.9% | -80.8% |
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