-2.1%
KFRC price history and return analytics
+76.6%
-78.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.7% | -6.0% |
| 7D | -6.8% | +1.0% | -7.8% | -7.3% |
| 30D | -13.5% | -0.2% | -13.2% | -13.3% |
| 3M | +7.6% | +4.5% | +3.1% | +5.0% |
| 6M | +88.6% | +14.1% | +74.5% | +73.3% |
| YTD | +69.2% | +14.8% | +54.4% | +54.3% |
| 1Y | +72.8% | +21.2% | +51.6% | +50.4% |
| 3Y | -2.1% | +76.6% | -78.7% | -36.0% |
| All | -2.1% | +76.6% | -78.7% | -36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling