+16.9%
KMTS price history and return analytics
+39.2%
-22.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -0.4% | +0.4% | -0.8% | -1.0% |
| 30D | +1.9% | +1.0% | +0.9% | +0.5% |
| 3M | +24.9% | +2.4% | +22.5% | +20.9% |
| 6M | +14.6% | +12.0% | +2.6% | -1.6% |
| YTD | -3.7% | +15.3% | -19.0% | -20.7% |
| 1Y | +54.7% | +22.6% | +32.1% | +18.2% |
| All | +16.9% | +39.2% | -22.2% | -18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling