+82.8%
KFRC price history and return analytics
+18.7%
+64.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | 0.0% |
| 7D | -4.6% | -2.0% | -2.6% | -5.2% |
| 30D | -11.1% | -1.4% | -9.7% | -11.5% |
| 3M | +5.6% | +4.7% | +0.9% | +7.1% |
| 6M | +99.3% | +11.4% | +87.9% | +103.6% |
| YTD | +70.3% | +13.1% | +57.3% | +73.9% |
| 1Y | +82.8% | +19.0% | +63.8% | +65.3% |
| All | +82.8% | +18.7% | +64.1% | +65.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling