+248.5%
KFRC price history and return analytics
+226.9%
+21.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +1.0% |
| 7D | -4.6% | -2.0% | -2.6% | -2.8% |
| 30D | -11.1% | -1.4% | -9.7% | -10.0% |
| 3M | +5.6% | +4.7% | +0.9% | +0.6% |
| 6M | +99.3% | +11.4% | +87.9% | +77.9% |
| YTD | +70.3% | +13.1% | +57.3% | +49.5% |
| 1Y | +82.8% | +19.0% | +63.8% | +52.2% |
| 3Y | -1.4% | +73.9% | -75.4% | -43.7% |
| 5Y | -1.5% | +65.4% | -66.9% | -40.8% |
| All | +248.5% | +226.9% | +21.6% | -1.8% |
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