-82.2%
KTCC price history and return analytics
+222.7%
-304.9%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +1.1% |
| 7D | +3.8% | +2.9% | +1.0% | +2.4% |
| 30D | -35.4% | -2.5% | -32.9% | -34.6% |
| 3M | -65.0% | -3.3% | -61.7% | -64.4% |
| 6M | -57.8% | +1.5% | -59.3% | -58.1% |
| YTD | -51.6% | +11.4% | -63.0% | -54.2% |
| 1Y | -53.3% | +11.9% | -65.2% | -55.9% |
| 3Y | -66.4% | +73.9% | -140.3% | -74.5% |
| 5Y | -78.7% | +57.9% | -136.6% | -83.1% |
| All | -82.2% | +222.7% | -304.9% | -90.2% |
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