-62.6%
KTCC price history and return analytics
+346.0%
-408.6%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -36.8% | -2.3% | -34.5% | -36.2% |
| 30D | -39.2% | -5.0% | -34.2% | -37.6% |
| 3M | -68.0% | -4.9% | -63.1% | -67.1% |
| 6M | -58.9% | -1.5% | -57.3% | -58.5% |
| YTD | -52.7% | +8.5% | -61.2% | -54.7% |
| 1Y | -54.5% | +11.4% | -65.9% | -57.0% |
| 3Y | -66.8% | +70.1% | -136.9% | -75.0% |
| 5Y | -79.2% | +53.7% | -132.9% | -83.7% |
| 10Y | -81.8% | +220.0% | -301.8% | -90.5% |
| All | -62.6% | +346.0% | -408.6% | -86.4% |
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 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