-67.7%
KLAR price history and return analytics
+18.6%
-86.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +1.2% |
| 7D | -4.2% | -2.0% | -2.2% | +0.1% |
| 30D | -27.5% | -1.4% | -26.1% | -24.6% |
| 3M | -12.5% | +4.7% | -17.3% | -19.7% |
| 6M | -9.8% | +11.4% | -21.2% | -25.5% |
| YTD | -52.3% | +13.1% | -65.3% | -62.3% |
| All | -67.7% | +18.6% | -86.3% | -76.8% |
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