-49.4%
KTEC price history and return analytics
+70.8%
-120.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.3% |
| 7D | -4.2% | -0.1% | -4.1% | -4.1% |
| 30D | -13.3% | -0.7% | -12.6% | -12.5% |
| 3M | -8.9% | +4.0% | -12.9% | -13.6% |
| 6M | -15.2% | +12.3% | -27.4% | -27.0% |
| YTD | -22.8% | +14.0% | -36.8% | -34.8% |
| 1Y | -29.4% | +20.3% | -49.7% | -44.2% |
| 3Y | +2.8% | +75.4% | -72.6% | -50.4% |
| 5Y | -38.5% | +66.0% | -104.4% | -67.3% |
| All | -49.4% | +70.8% | -120.2% | -74.1% |
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 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