-28.4%
KMT price history and return analytics
+58.5%
-86.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.6% |
| 7D | +5.4% | +2.9% | +2.5% | +1.7% |
| 30D | -21.9% | -2.5% | -19.4% | -19.1% |
| 3M | -20.5% | -3.3% | -17.2% | -16.8% |
| 6M | -31.2% | +1.5% | -32.8% | -32.5% |
| YTD | -12.4% | +11.4% | -23.8% | -23.3% |
| 1Y | -10.0% | +11.9% | -21.9% | -21.6% |
| 3Y | +16.6% | +73.9% | -57.3% | -42.1% |
| 5Y | -28.4% | +57.9% | -86.3% | -60.0% |
| All | -28.4% | +58.5% | -86.9% | -60.0% |
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 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