-99.2%
KTTA price history and return analytics
+65.7%
-165.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.4% | -4.8% |
| 7D | -6.9% | -2.0% | -4.9% | -5.9% |
| 30D | +13.2% | -1.4% | +14.6% | +14.1% |
| 3M | -6.9% | +4.7% | -11.6% | -9.2% |
| 6M | -34.0% | +11.4% | -45.3% | -37.6% |
| YTD | -58.1% | +13.1% | -71.2% | -60.8% |
| 1Y | -30.9% | +19.0% | -50.0% | -36.5% |
| 3Y | -95.0% | +73.9% | -168.9% | -96.2% |
| All | -99.2% | +65.7% | -165.0% | -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 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