+687.7%
KWR price history and return analytics
+360.7%
+327.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | -0.6% |
| 7D | -0.9% | -0.7% | -0.2% | 0.0% |
| 30D | -0.3% | -1.7% | +1.4% | +2.1% |
| 3M | -8.5% | -2.3% | -6.2% | -5.5% |
| 6M | +9.5% | +1.5% | +8.0% | +7.5% |
| YTD | +15.1% | +12.0% | +3.1% | -1.4% |
| 1Y | +10.8% | +12.9% | -2.1% | -5.9% |
| 3Y | -1.1% | +74.9% | -76.0% | -53.3% |
| 5Y | -38.8% | +59.9% | -98.7% | -66.5% |
| 10Y | +45.7% | +224.6% | -178.9% | -69.4% |
| All | +687.7% | +360.7% | +327.1% | -4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling