+78.6%
KWY price history and return analytics
+65.7%
+12.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.7% |
| 7D | -7.1% | -1.1% | -6.0% | -6.6% |
| 30D | -1.5% | -1.0% | -0.6% | -1.1% |
| 3M | -7.4% | +3.2% | -10.6% | -8.7% |
| 6M | -12.8% | +12.5% | -25.3% | -17.1% |
| YTD | -28.7% | +14.1% | -42.8% | -32.6% |
| 1Y | -33.4% | +18.9% | -52.3% | -38.0% |
| 3Y | +12.3% | +74.1% | -61.8% | -7.8% |
| All | +78.6% | +65.7% | +12.9% | +48.3% |
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