+47.3%
KT price history and return analytics
+223.7%
-176.4%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -0.3% |
| 7D | +10.4% | +0.4% | +10.1% | +10.1% |
| 30D | +4.8% | -2.6% | +7.4% | +6.3% |
| 3M | +3.6% | -3.2% | +6.9% | +5.6% |
| 6M | -9.5% | +0.9% | -10.4% | -10.2% |
| YTD | +1.1% | +11.3% | -10.3% | -5.5% |
| 1Y | +5.3% | +14.0% | -8.7% | -3.0% |
| 3Y | +71.7% | +75.8% | -4.2% | +21.0% |
| 5Y | +76.6% | +57.8% | +18.7% | +31.7% |
| 10Y | +47.3% | +219.8% | -172.5% | -34.2% |
| All | +47.3% | +223.7% | -176.4% | -34.2% |
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