-50.8%
KLRA vs SPY
+9.1%
-59.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | +0.1% | -0.3% |
| 7D | -4.6% | -0.7% | -3.9% | -3.8% |
| 30D | +18.1% | -1.0% | +19.1% | +19.6% |
| 3M | -29.3% | -0.3% | -29.0% | -28.9% |
| 6M | -49.0% | +7.3% | -56.3% | -49.1% |
| All | -50.8% | +9.1% | -59.9% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling