-91.5%
KLC price history and return analytics
+35.2%
-126.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.5% |
| 7D | +7.3% | -0.1% | +7.4% | +7.9% |
| 30D | +18.2% | -3.1% | +21.2% | +23.7% |
| 3M | -56.1% | -3.5% | -52.6% | -53.6% |
| 6M | -43.6% | +0.5% | -44.1% | -44.1% |
| YTD | -48.8% | +10.8% | -59.6% | -55.6% |
| 1Y | -57.6% | +11.9% | -69.5% | -63.6% |
| All | -91.5% | +35.2% | -126.8% | -93.7% |
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