-100.0%
KALA price history and return analytics
+63.7%
-163.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +2.1% |
| 7D | +0.4% | -2.0% | +2.4% | +2.7% |
| 30D | -33.4% | -1.4% | -31.9% | -32.0% |
| 3M | -76.4% | +4.7% | -81.2% | -77.5% |
| 6M | -96.2% | +11.4% | -107.5% | -96.5% |
| YTD | -98.0% | +13.1% | -111.0% | -98.2% |
| 1Y | -99.9% | +19.0% | -118.9% | -99.9% |
| 3Y | -99.9% | +73.9% | -173.8% | -99.9% |
| 5Y | -100.0% | +65.4% | -165.4% | -100.0% |
| All | -100.0% | +63.7% | -163.7% | -100.0% |
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