-39.6%
KURE price history and return analytics
+65.1%
-104.6%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.6% |
| 7D | -2.7% | -0.1% | -2.6% | -2.6% |
| 30D | -3.5% | -0.7% | -2.8% | -3.1% |
| 3M | +25.0% | +4.0% | +21.0% | +21.8% |
| 6M | +7.2% | +12.3% | -5.1% | -0.8% |
| YTD | +6.5% | +14.0% | -7.5% | -2.4% |
| 1Y | -12.5% | +20.3% | -32.8% | -22.5% |
| 3Y | +14.6% | +75.4% | -60.8% | -21.7% |
| All | -39.6% | +65.1% | -104.6% | -58.3% |
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