+108.0%
KDEF price history and return analytics
+35.0%
+73.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.1% |
| 7D | +3.3% | +1.0% | +2.3% | +1.9% |
| 30D | -2.8% | -0.2% | -2.6% | -2.4% |
| 3M | -1.6% | +4.5% | -6.2% | -6.2% |
| 6M | -32.7% | +14.1% | -46.8% | -41.0% |
| YTD | -4.5% | +14.8% | -19.3% | -16.9% |
| 1Y | -3.4% | +21.2% | -24.6% | -19.8% |
| All | +108.0% | +35.0% | +73.0% | +53.6% |
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