-66.7%
KLC vs VOO
+2.7%
-69.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -35.1% | -0.4% | -34.7% | -34.5% |
| 7D | -34.8% | +2.6% | -37.3% | -36.8% |
| 30D | -24.3% | -2.0% | -22.3% | -22.5% |
| 3M | -71.6% | -2.8% | -68.9% | -70.5% |
| 6M | -66.7% | +2.2% | -68.8% | -67.0% |
| All | -66.7% | +2.7% | -69.4% | -67.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling