+28.3%
KWT price history and return analytics
+58.5%
-30.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | +0.3% | +2.9% | -2.6% | -0.7% |
| 30D | +0.7% | -2.5% | +3.2% | +1.5% |
| 3M | -2.7% | -3.3% | +0.6% | -1.7% |
| 6M | -2.6% | +1.5% | -4.1% | -3.2% |
| YTD | -3.0% | +11.4% | -14.4% | -6.8% |
| 1Y | -4.2% | +11.9% | -16.1% | -8.1% |
| 3Y | +41.4% | +73.9% | -32.4% | +17.3% |
| 5Y | +28.3% | +57.9% | -29.6% | +10.3% |
| All | +28.3% | +58.5% | -30.3% | +10.3% |
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