+13.0%
KWR price history and return analytics
+19.8%
-6.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -2.9% | -2.7% |
| 7D | -4.8% | -0.1% | -4.6% | -4.6% |
| 30D | -9.8% | -0.7% | -9.1% | -8.9% |
| 3M | +8.9% | +4.0% | +4.9% | +3.6% |
| 6M | +20.6% | +12.3% | +8.3% | +4.8% |
| YTD | +14.1% | +14.0% | +0.1% | -4.6% |
| All | +13.0% | +19.8% | -6.7% | -16.7% |
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