+147.2%
KTF price history and return analytics
+356.5%
-209.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -0.2% | +2.4% | -2.6% | -0.8% |
| 30D | +3.4% | -1.5% | +4.9% | +3.7% |
| 3M | -6.4% | -4.1% | -2.2% | -5.6% |
| 6M | -5.4% | +0.6% | -5.9% | -5.6% |
| YTD | -3.0% | +11.0% | -14.1% | -5.4% |
| 1Y | -4.0% | +13.3% | -17.4% | -6.8% |
| 3Y | +27.3% | +73.4% | -46.1% | +12.1% |
| 5Y | -7.8% | +57.4% | -65.3% | -17.6% |
| 10Y | +12.2% | +221.7% | -209.5% | -15.5% |
| All | +147.2% | +356.5% | -209.3% | +55.0% |
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