-88.2%
KG price history and return analytics
+65.7%
-153.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.6% | +6.2% | +6.2% |
| 7D | -5.0% | -0.1% | -4.9% | -4.9% |
| 30D | -14.3% | -0.7% | -13.6% | -14.0% |
| 3M | -37.4% | +4.0% | -41.4% | -40.0% |
| 6M | -48.2% | +12.3% | -60.5% | -53.9% |
| YTD | -28.0% | +14.0% | -42.1% | -36.6% |
| 1Y | -70.8% | +20.3% | -91.1% | -75.6% |
| 3Y | -79.9% | +75.4% | -155.3% | -88.1% |
| 5Y | -88.2% | +66.0% | -154.2% | -92.5% |
| All | -88.2% | +65.7% | -153.9% | -92.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling