-81.5%
KG price history and return analytics
+13.3%
-94.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -9.8% | -1.6% | -8.2% | -8.5% |
| 30D | -19.5% | -2.5% | -17.0% | -17.6% |
| 3M | -50.5% | -1.3% | -49.2% | -50.1% |
| 6M | -55.6% | +3.1% | -58.7% | -57.7% |
| YTD | -58.8% | +10.9% | -69.7% | -63.4% |
| All | -81.5% | +13.3% | -94.7% | -84.5% |
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