-93.8%
KPLT price history and return analytics
+66.2%
-160.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.9% | -0.5% | +20.4% | +20.4% |
| 7D | +72.8% | +1.0% | +71.8% | +71.0% |
| 30D | +42.0% | -0.2% | +42.2% | +42.6% |
| 3M | +55.5% | +4.5% | +51.0% | +47.4% |
| 6M | +63.0% | +14.1% | +48.9% | +37.4% |
| YTD | +46.6% | +14.8% | +31.8% | +22.7% |
| 1Y | -58.2% | +21.2% | -79.3% | -67.7% |
| 3Y | -25.1% | +76.6% | -101.6% | -69.5% |
| 5Y | -93.8% | +66.6% | -160.4% | -96.7% |
| All | -93.8% | +66.2% | -160.0% | -96.7% |
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