+139.5%
KARO price history and return analytics
+65.7%
+73.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.6% | +0.7% |
| 7D | -1.1% | -1.1% | 0.0% | -0.2% |
| 30D | +3.2% | -1.0% | +4.1% | +4.0% |
| 3M | +45.6% | +3.2% | +42.4% | +41.8% |
| 6M | +40.3% | +12.5% | +27.8% | +26.9% |
| YTD | +45.7% | +14.1% | +31.7% | +30.4% |
| 1Y | +19.7% | +18.9% | +0.8% | +3.6% |
| 3Y | +203.6% | +74.1% | +129.5% | +100.6% |
| All | +139.5% | +65.7% | +73.8% | +50.8% |
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