+89.4%
KURA price history and return analytics
+226.9%
-137.5%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.5% | -3.3% |
| 7D | -12.0% | -2.0% | -10.0% | -9.8% |
| 30D | +16.5% | -1.4% | +17.9% | +18.6% |
| 3M | +33.3% | +4.7% | +28.6% | +26.0% |
| 6M | +24.9% | +11.4% | +13.6% | +9.9% |
| YTD | +11.4% | +13.1% | -1.7% | -4.1% |
| 1Y | +41.6% | +19.0% | +22.6% | +15.2% |
| 3Y | +14.0% | +73.9% | -60.0% | -40.7% |
| 5Y | -44.1% | +65.4% | -109.5% | -68.8% |
| All | +89.4% | +226.9% | -137.5% | -50.9% |
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