-90.3%
KLC price history and return analytics
+39.2%
-129.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -0.7% |
| 7D | +1.2% | -0.1% | +1.3% | +1.5% |
| 30D | -49.5% | -0.7% | -48.8% | -48.9% |
| 3M | -34.2% | +4.0% | -38.2% | -38.1% |
| 6M | -24.6% | +12.3% | -36.9% | -36.1% |
| YTD | -41.2% | +14.0% | -55.2% | -51.1% |
| 1Y | -65.5% | +20.3% | -85.8% | -73.1% |
| All | -90.3% | +39.2% | -129.5% | -93.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling