+151.7%
KRT price history and return analytics
+71.6%
+80.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.6% | +6.3% | +6.6% |
| 7D | -31.2% | +0.4% | -31.5% | -31.3% |
| 30D | -33.1% | -2.6% | -30.5% | -31.6% |
| 3M | -21.7% | -3.2% | -18.5% | -19.6% |
| 6M | +33.5% | +0.9% | +32.6% | +32.0% |
| YTD | +69.0% | +11.3% | +57.7% | +53.2% |
| 1Y | +73.3% | +14.0% | +59.3% | +53.6% |
| 3Y | +98.8% | +75.8% | +23.0% | +24.2% |
| 5Y | +103.1% | +57.8% | +45.3% | +31.6% |
| All | +151.7% | +71.6% | +80.1% | +51.5% |
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 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