-93.7%
KG price history and return analytics
+57.5%
-151.2%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.5% |
| 7D | -6.6% | -0.1% | -6.5% | -6.7% |
| 30D | -19.8% | -3.1% | -16.7% | -17.6% |
| 3M | -54.2% | -3.5% | -50.7% | -52.8% |
| 6M | -66.8% | +0.5% | -67.3% | -67.2% |
| YTD | -61.5% | +10.8% | -72.3% | -65.2% |
| 1Y | -78.6% | +11.9% | -90.5% | -80.9% |
| 3Y | -87.2% | +73.0% | -160.2% | -92.3% |
| 5Y | -93.7% | +58.6% | -152.3% | -95.9% |
| All | -93.7% | +57.5% | -151.2% | -95.9% |
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