-53.9%
KTEC price history and return analytics
+66.8%
-120.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.6% |
| 7D | -5.3% | +2.9% | -8.2% | -8.7% |
| 30D | -5.2% | -2.5% | -2.7% | -2.6% |
| 3M | -17.2% | -3.3% | -13.8% | -14.0% |
| 6M | -22.5% | +1.5% | -24.0% | -24.6% |
| YTD | -29.7% | +11.4% | -41.1% | -39.2% |
| 1Y | -35.2% | +11.9% | -47.1% | -44.3% |
| 3Y | -4.2% | +73.9% | -78.1% | -53.6% |
| 5Y | -43.3% | +57.9% | -101.2% | -68.0% |
| All | -53.9% | +66.8% | -120.7% | -75.9% |
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