+39.9%
KMT price history and return analytics
+229.8%
-189.9%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | -0.2% |
| 7D | -5.1% | -1.1% | -4.0% | -3.5% |
| 30D | -4.4% | -1.0% | -3.4% | -2.9% |
| 3M | -14.4% | +3.2% | -17.5% | -18.2% |
| 6M | -26.1% | +12.5% | -38.6% | -37.9% |
| YTD | +5.4% | +14.1% | -8.7% | -13.2% |
| 1Y | +43.1% | +18.9% | +24.2% | +11.2% |
| 3Y | +24.6% | +74.1% | -49.5% | -45.8% |
| 5Y | -5.3% | +66.9% | -72.2% | -55.5% |
| All | +39.9% | +229.8% | -189.9% | -76.3% |
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