-97.7%
KWM price history and return analytics
+23.3%
-121.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | 0.0% | +9.3% | +9.3% |
| 7D | +10.1% | +0.4% | +9.6% | +9.9% |
| 30D | -32.0% | +1.0% | -33.0% | -32.3% |
| 3M | -78.0% | +2.4% | -80.4% | -78.0% |
| 6M | -91.8% | +12.0% | -103.8% | -92.2% |
| YTD | -87.6% | +15.3% | -102.9% | -88.9% |
| 1Y | -97.7% | +22.6% | -120.3% | -97.9% |
| All | -97.7% | +23.3% | -121.0% | -97.9% |
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 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