-96.7%
KPLT price history and return analytics
+119.8%
-216.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.0% | -0.6% | -26.4% | -26.6% |
| 7D | -17.3% | +2.9% | -20.2% | -18.8% |
| 30D | +83.4% | -2.5% | +85.9% | +87.4% |
| 3M | +3.6% | -3.3% | +6.9% | +6.7% |
| 6M | +24.4% | +1.5% | +22.9% | +23.2% |
| YTD | +26.3% | +11.4% | +15.0% | +16.5% |
| 1Y | +29.5% | +11.9% | +17.6% | +19.0% |
| 3Y | -34.2% | +73.9% | -108.1% | -58.6% |
| 5Y | -93.6% | +57.9% | -151.5% | -95.7% |
| All | -96.7% | +119.8% | -216.4% | -97.9% |
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