-38.1%
KTEC price history and return analytics
+66.2%
-104.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.5% |
| 7D | -1.6% | +1.0% | -2.6% | -2.8% |
| 30D | -10.4% | -0.2% | -10.1% | -10.1% |
| 3M | -6.8% | +4.5% | -11.3% | -12.2% |
| 6M | -10.9% | +14.1% | -25.0% | -24.8% |
| YTD | -21.1% | +14.8% | -35.9% | -33.9% |
| 1Y | -26.9% | +21.2% | -48.1% | -42.8% |
| 3Y | +5.0% | +76.6% | -71.6% | -49.7% |
| 5Y | -38.1% | +66.6% | -104.7% | -67.6% |
| All | -38.1% | +66.2% | -104.3% | -67.6% |
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