-49.2%
KGRN price history and return analytics
+65.7%
-114.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.1% |
| 7D | -2.3% | -1.1% | -1.2% | -1.2% |
| 30D | -7.6% | -1.0% | -6.6% | -6.7% |
| 3M | -12.3% | +3.2% | -15.5% | -15.1% |
| 6M | -23.7% | +12.5% | -36.1% | -32.3% |
| YTD | -17.7% | +14.1% | -31.8% | -28.1% |
| 1Y | -24.6% | +18.9% | -43.5% | -36.7% |
| 3Y | -12.2% | +74.1% | -86.3% | -50.9% |
| All | -49.2% | +65.7% | -114.9% | -68.8% |
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