+233.3%
KRT price history and return analytics
+76.9%
+156.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | +1.9% | +1.0% | +0.9% | +1.0% |
| 30D | +3.7% | -0.2% | +3.9% | +3.8% |
| 3M | +68.2% | +4.5% | +63.6% | +61.8% |
| 6M | +118.3% | +14.1% | +104.3% | +94.0% |
| YTD | +123.8% | +14.8% | +109.1% | +97.8% |
| 1Y | +104.2% | +21.2% | +83.0% | +71.8% |
| 3Y | +183.5% | +76.6% | +106.9% | +76.4% |
| 5Y | +163.8% | +66.6% | +97.2% | +64.2% |
| All | +233.3% | +76.9% | +156.4% | +95.6% |
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