-89.2%
KTUP price history and return analytics
+11.9%
-101.2%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -3.5% |
| 7D | -8.1% | +2.4% | -10.5% | -15.4% |
| 30D | -30.9% | -1.5% | -29.4% | -26.6% |
| 3M | -74.7% | -4.1% | -70.6% | -69.8% |
| 6M | -70.2% | +0.6% | -70.8% | -69.7% |
| YTD | -89.7% | +11.0% | -100.8% | -93.7% |
| 1Y | -89.2% | +13.3% | -102.6% | -94.1% |
| All | -89.2% | +11.9% | -101.2% | -94.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling