-80.9%
KG price history and return analytics
+76.6%
-157.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.5% | -7.4% | -7.4% |
| 7D | -8.3% | +1.0% | -9.3% | -9.1% |
| 30D | -20.9% | -0.2% | -20.6% | -20.9% |
| 3M | -39.6% | +4.5% | -44.2% | -42.4% |
| 6M | -54.2% | +14.1% | -68.3% | -60.1% |
| YTD | -31.8% | +14.8% | -46.6% | -40.7% |
| 1Y | -72.8% | +21.2% | -94.0% | -77.6% |
| 3Y | -80.9% | +76.6% | -157.5% | -91.5% |
| All | -80.9% | +76.6% | -157.5% | -91.5% |
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 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