-68.6%
KD price history and return analytics
+66.1%
-134.7%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.1% |
| 7D | -2.5% | +1.0% | -3.5% | -3.8% |
| 30D | -8.8% | -0.2% | -8.5% | -8.4% |
| 3M | +10.6% | +4.5% | +6.1% | +3.3% |
| 6M | -3.0% | +14.1% | -17.1% | -20.8% |
| YTD | -51.8% | +14.8% | -66.6% | -61.6% |
| 1Y | -61.4% | +21.2% | -82.6% | -71.6% |
| 3Y | -24.4% | +76.6% | -101.0% | -67.6% |
| All | -68.6% | +66.1% | -134.7% | -86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling