+5.9%
KT price history and return analytics
+346.0%
-340.1%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.9% |
| 7D | +9.6% | -2.3% | +11.9% | +11.4% |
| 30D | +0.2% | -5.0% | +5.1% | +3.7% |
| 3M | +2.2% | -4.9% | +7.1% | +5.7% |
| 6M | -10.6% | -1.5% | -9.0% | -9.9% |
| YTD | -0.2% | +8.5% | -8.6% | -6.1% |
| 1Y | +2.8% | +11.4% | -8.6% | -5.2% |
| 3Y | +67.6% | +70.1% | -2.4% | +13.6% |
| 5Y | +75.7% | +53.7% | +21.9% | +26.6% |
| 10Y | +42.5% | +220.0% | -177.5% | -42.2% |
| All | +5.9% | +346.0% | -340.1% | -71.1% |
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