-97.9%
KWM price history and return analytics
+21.4%
-119.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | +24.0% | +1.0% | +23.0% | +23.5% |
| 30D | -39.2% | -0.2% | -39.0% | -39.2% |
| 3M | -77.3% | +4.5% | -81.9% | -78.0% |
| 6M | -91.8% | +14.1% | -105.9% | -92.3% |
| YTD | -87.4% | +14.8% | -102.2% | -88.7% |
| 1Y | -97.9% | +21.2% | -119.1% | -98.1% |
| All | -97.9% | +21.4% | -119.3% | -98.1% |
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