-91.5%
KLC vs VOO
+34.1%
-125.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -4.8% | -4.7% |
| 7D | +7.3% | -0.6% | +7.9% | +8.5% |
| 30D | +18.2% | -3.6% | +21.8% | +24.6% |
| 3M | -56.1% | -2.7% | -53.3% | -54.1% |
| 6M | -43.6% | +2.2% | -45.9% | -45.1% |
| YTD | -48.8% | +10.9% | -59.7% | -55.0% |
| 1Y | -57.6% | +11.3% | -68.9% | -62.7% |
| All | -91.5% | +34.1% | -125.6% | -93.3% |
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