+23.5%
KLIP price history and return analytics
+84.9%
-61.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -3.1% |
| 7D | +2.3% | +0.4% | +2.0% | +1.9% |
| 30D | -0.8% | -2.6% | +1.8% | +0.9% |
| 3M | -6.2% | -3.2% | -3.0% | -4.2% |
| 6M | -8.4% | +0.9% | -9.3% | -9.5% |
| YTD | -12.6% | +11.3% | -23.9% | -19.8% |
| 1Y | -14.7% | +14.0% | -28.7% | -23.2% |
| 3Y | +10.7% | +75.8% | -65.2% | -30.3% |
| All | +23.5% | +84.9% | -61.4% | -25.6% |
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