+109.7%
KRUS price history and return analytics
+142.5%
-32.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -0.8% |
| 7D | -5.4% | -2.0% | -3.5% | -2.2% |
| 30D | -16.7% | -1.4% | -15.3% | -14.8% |
| 3M | -7.4% | +4.7% | -12.1% | -14.4% |
| 6M | -30.6% | +11.4% | -41.9% | -43.1% |
| YTD | -21.4% | +13.1% | -34.5% | -37.0% |
| 1Y | -48.3% | +19.0% | -67.3% | -62.1% |
| 3Y | -49.7% | +73.9% | -123.6% | -79.3% |
| 5Y | -10.5% | +65.4% | -75.8% | -58.2% |
| All | +109.7% | +142.5% | -32.7% | -39.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling