+45.7%
KLAG price history and return analytics
+15.3%
+30.4%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | -1.3% |
| 7D | -6.0% | -1.1% | -4.9% | +0.4% |
| 30D | -26.6% | -1.0% | -25.6% | -22.0% |
| 3M | -53.3% | +3.2% | -56.4% | -56.7% |
| 6M | +13.2% | +12.5% | +0.7% | -22.5% |
| YTD | +48.6% | +14.1% | +34.5% | -2.4% |
| All | +45.7% | +15.3% | +30.4% | -13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling