+21.9%
KLIP price history and return analytics
+86.1%
-64.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.4% | -2.0% |
| 7D | -1.8% | -0.7% | -1.1% | -1.5% |
| 30D | -2.1% | -1.7% | -0.4% | -1.1% |
| 3M | -7.3% | -2.3% | -5.0% | -5.9% |
| 6M | -9.7% | +1.5% | -11.2% | -11.1% |
| YTD | -13.7% | +12.0% | -25.7% | -21.2% |
| 1Y | -16.6% | +12.9% | -29.5% | -24.4% |
| 3Y | +9.4% | +74.9% | -65.5% | -30.7% |
| All | +21.9% | +86.1% | -64.1% | -26.9% |
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