+12.1%
KKRS price history and return analytics
+74.2%
-62.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.4% | +0.1% |
| 7D | -1.6% | -1.1% | -0.5% | -1.2% |
| 30D | -2.4% | -1.0% | -1.4% | -2.1% |
| 3M | -1.7% | +3.2% | -4.8% | -2.8% |
| 6M | -6.8% | +12.5% | -19.3% | -10.7% |
| YTD | -6.2% | +14.1% | -20.2% | -10.6% |
| 1Y | -11.5% | +18.9% | -30.4% | -17.1% |
| 3Y | +12.1% | +74.1% | -62.0% | -17.0% |
| All | +12.1% | +74.2% | -62.1% | -17.0% |
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 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