-81.2%
KTUP price history and return analytics
+19.0%
-100.2%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +3.8% |
| 7D | -4.6% | +1.0% | -5.6% | -8.9% |
| 30D | -39.3% | -0.2% | -39.0% | -38.4% |
| 3M | -40.2% | +4.5% | -44.8% | -49.8% |
| 6M | -78.8% | +14.1% | -92.9% | -87.3% |
| YTD | -76.8% | +14.8% | -91.6% | -86.8% |
| All | -81.2% | +19.0% | -100.2% | -90.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling