-96.1%
KPLT price history and return analytics
+125.1%
-221.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.2% |
| 7D | +19.4% | -1.1% | +20.5% | +20.3% |
| 30D | +19.7% | -1.0% | +20.7% | +20.7% |
| 3M | +49.7% | +3.2% | +46.5% | +46.4% |
| 6M | +54.3% | +12.5% | +41.9% | +40.6% |
| YTD | +46.0% | +14.1% | +31.9% | +31.8% |
| 1Y | -52.7% | +18.9% | -71.6% | -58.8% |
| 3Y | -25.0% | +74.1% | -99.1% | -52.8% |
| 5Y | -94.2% | +66.9% | -161.0% | -96.2% |
| All | -96.1% | +125.1% | -221.3% | -97.6% |
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