+0.5%
KMID price history and return analytics
+34.4%
-33.9%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +3.4% | +2.4% | +1.1% | +1.4% |
| 30D | +6.7% | -1.5% | +8.3% | +8.1% |
| 3M | -1.9% | -4.1% | +2.2% | +1.6% |
| 6M | +3.1% | +0.6% | +2.5% | +2.3% |
| YTD | +3.2% | +11.0% | -7.8% | -6.4% |
| 1Y | +5.5% | +13.3% | -7.8% | -6.0% |
| All | +0.5% | +34.4% | -33.9% | -23.8% |
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