-91.8%
KPLT price history and return analytics
+57.4%
-149.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.6% | +3.5% | +3.1% |
| 7D | +6.2% | +0.4% | +5.9% | +5.7% |
| 30D | +149.8% | -2.6% | +152.4% | +158.1% |
| 3M | +76.0% | -3.2% | +79.2% | +83.6% |
| 6M | +74.4% | +0.9% | +73.5% | +71.9% |
| YTD | +81.7% | +11.3% | +70.4% | +57.8% |
| 1Y | +12.0% | +14.0% | -2.0% | -6.6% |
| 3Y | -5.6% | +75.8% | -81.5% | -62.6% |
| 5Y | -91.8% | +57.8% | -149.7% | -95.3% |
| All | -91.8% | +57.4% | -149.2% | -95.3% |
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