-57.7%
KURA price history and return analytics
+57.5%
-115.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | -23.4% | -0.1% | -23.2% | -23.4% |
| 30D | -28.6% | -3.1% | -25.5% | -25.9% |
| 3M | -23.1% | -3.5% | -19.6% | -19.8% |
| 6M | -19.6% | +0.5% | -20.1% | -20.2% |
| YTD | -27.1% | +10.8% | -37.9% | -35.8% |
| 1Y | -26.6% | +11.9% | -38.5% | -36.0% |
| 3Y | -11.2% | +73.0% | -84.1% | -53.3% |
| 5Y | -57.7% | +58.6% | -116.3% | -74.2% |
| All | -57.7% | +57.5% | -115.2% | -74.2% |
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