+52.6%
KT price history and return analytics
+221.8%
-169.1%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +0.2% | +2.4% | -2.2% | -1.2% |
| 30D | +3.9% | -1.5% | +5.4% | +4.7% |
| 3M | +0.1% | -4.1% | +4.2% | +2.5% |
| 6M | -7.1% | +0.6% | -7.6% | -7.6% |
| YTD | 0.0% | +11.0% | -11.0% | -6.3% |
| 1Y | +4.5% | +13.3% | -8.8% | -3.3% |
| 3Y | +72.9% | +73.4% | -0.5% | +22.9% |
| 5Y | +70.0% | +57.4% | +12.6% | +27.0% |
| All | +52.6% | +221.8% | -169.1% | -31.4% |
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