-56.3%
KPLT price history and return analytics
+19.8%
-76.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.0% | -1.5% |
| 7D | +61.4% | -0.1% | +61.5% | +61.3% |
| 30D | +46.4% | -0.7% | +47.1% | +46.6% |
| 3M | +47.3% | +4.0% | +43.3% | +46.4% |
| 6M | +53.6% | +12.3% | +41.3% | +48.3% |
| YTD | +44.1% | +14.0% | +30.1% | +39.6% |
| All | -56.3% | +19.8% | -76.1% | -60.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling