-99.3%
KTTA price history and return analytics
+67.2%
-166.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.7% | -2.3% |
| 7D | -8.6% | -1.1% | -7.5% | -8.1% |
| 30D | +8.2% | -1.0% | +9.1% | +8.8% |
| 3M | -12.8% | +3.2% | -16.0% | -14.3% |
| 6M | -37.5% | +12.5% | -50.0% | -41.3% |
| YTD | -58.9% | +14.1% | -73.0% | -61.7% |
| 1Y | -32.8% | +18.9% | -51.7% | -38.3% |
| 3Y | -95.0% | +74.1% | -169.0% | -96.2% |
| All | -99.3% | +67.2% | -166.5% | -99.3% |
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