+160.5%
KRT price history and return analytics
+70.8%
+89.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.9% |
| 7D | -27.6% | -0.1% | -27.4% | -27.5% |
| 30D | -30.8% | -3.1% | -27.7% | -28.9% |
| 3M | -20.7% | -3.5% | -17.2% | -18.3% |
| 6M | +38.2% | +0.5% | +37.8% | +37.2% |
| YTD | +75.0% | +10.8% | +64.2% | +59.2% |
| 1Y | +82.5% | +11.9% | +70.6% | +64.5% |
| 3Y | +139.9% | +73.0% | +66.9% | +52.1% |
| 5Y | +110.8% | +58.6% | +52.2% | +35.9% |
| All | +160.5% | +70.8% | +89.8% | +57.4% |
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