+78.6%
KSA price history and return analytics
+239.3%
-160.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -0.4% |
| 7D | +3.4% | +0.4% | +3.0% | +3.1% |
| 30D | -1.7% | -2.6% | +0.9% | -0.1% |
| 3M | -5.8% | -3.2% | -2.6% | -4.0% |
| 6M | -7.0% | +0.9% | -8.0% | -7.9% |
| YTD | -1.1% | +11.3% | -12.4% | -8.0% |
| 1Y | -7.2% | +14.0% | -21.2% | -15.0% |
| 3Y | +0.8% | +75.8% | -75.0% | -30.7% |
| 5Y | -6.7% | +57.8% | -64.5% | -31.8% |
| 10Y | +91.0% | +219.8% | -128.8% | -13.9% |
| All | +78.6% | +239.3% | -160.6% | -23.1% |
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