-67.6%
KLAR vs VOO
+18.2%
-85.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -1.9% |
| 7D | -4.0% | -0.8% | -3.3% | -2.1% |
| 30D | -27.7% | -1.1% | -26.6% | -25.2% |
| 3M | -15.7% | +3.9% | -19.6% | -22.6% |
| 6M | -15.8% | +13.6% | -29.5% | -36.4% |
| YTD | -52.2% | +12.7% | -64.9% | -62.8% |
| 1Y | -67.6% | +17.6% | -85.2% | -76.8% |
| All | -67.6% | +18.2% | -85.8% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling