+34.1%
KMPB price history and return analytics
+76.0%
-41.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -0.7% |
| 7D | +0.7% | +0.4% | +0.3% | +0.5% |
| 30D | +1.2% | -2.6% | +3.8% | +2.0% |
| 3M | +2.8% | -3.2% | +6.1% | +3.9% |
| 6M | +7.3% | +0.9% | +6.3% | +6.6% |
| YTD | +12.1% | +11.3% | +0.8% | +7.5% |
| 1Y | +13.7% | +14.0% | -0.3% | +8.0% |
| 3Y | +61.1% | +75.8% | -14.7% | +27.6% |
| All | +34.1% | +76.0% | -41.9% | +5.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling