-25.5%
KE price history and return analytics
+59.8%
-85.3%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -1.0% |
| 7D | -24.5% | -0.7% | -23.8% | -23.0% |
| 30D | -30.2% | -1.7% | -28.5% | -27.9% |
| 3M | -22.6% | -2.3% | -20.3% | -19.3% |
| 6M | -24.3% | +1.5% | -25.9% | -24.3% |
| YTD | -29.8% | +12.0% | -41.8% | -37.0% |
| 1Y | -30.0% | +12.9% | -42.9% | -37.6% |
| 3Y | -17.0% | +74.9% | -91.9% | -52.6% |
| 5Y | -25.5% | +59.9% | -85.4% | -55.3% |
| All | -25.5% | +59.8% | -85.3% | -55.3% |
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