-82.8%
KTCC price history and return analytics
+221.8%
-304.6%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.6% |
| 7D | -1.5% | +2.4% | -3.9% | -2.7% |
| 30D | -39.3% | -1.5% | -37.7% | -38.8% |
| 3M | -67.0% | -4.1% | -62.9% | -66.3% |
| 6M | -58.3% | +0.6% | -58.9% | -58.4% |
| YTD | -53.4% | +11.0% | -64.4% | -55.8% |
| 1Y | -54.4% | +13.3% | -67.7% | -57.2% |
| 3Y | -66.7% | +73.4% | -140.1% | -74.7% |
| 5Y | -79.5% | +57.4% | -136.9% | -83.7% |
| All | -82.8% | +221.8% | -304.6% | -90.6% |
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