-63.7%
KTCC price history and return analytics
+66.2%
-129.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | -4.0% | +1.0% | -5.0% | -4.5% |
| 30D | -42.0% | -0.2% | -41.8% | -41.9% |
| 3M | -36.6% | +4.5% | -41.1% | -37.8% |
| 6M | -15.5% | +14.1% | -29.6% | -20.2% |
| YTD | -14.3% | +14.8% | -29.1% | -19.2% |
| 1Y | -25.5% | +21.2% | -46.7% | -31.3% |
| 3Y | -47.9% | +76.6% | -124.5% | -58.2% |
| 5Y | -63.7% | +66.6% | -130.3% | -71.1% |
| All | -63.7% | +66.2% | -129.9% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling