-97.3%
KG price history and return analytics
+226.9%
-324.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.4% | -0.9% | -13.5% | -13.6% |
| 7D | -16.8% | -2.0% | -14.8% | -15.1% |
| 30D | -28.2% | -1.4% | -26.8% | -27.4% |
| 3M | -43.4% | +4.7% | -48.1% | -45.8% |
| 6M | -49.9% | +11.4% | -61.2% | -54.7% |
| YTD | -38.4% | +13.1% | -51.4% | -44.9% |
| 1Y | -75.5% | +19.0% | -94.5% | -79.0% |
| 3Y | -82.8% | +73.9% | -156.7% | -89.4% |
| 5Y | -89.9% | +65.4% | -155.3% | -93.5% |
| All | -97.3% | +226.9% | -324.2% | -99.0% |
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 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