+11.8%
KLIP price history and return analytics
+69.7%
-57.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +5.6% | -2.3% | +8.0% | +7.1% |
| 30D | +1.9% | -5.0% | +6.8% | +5.2% |
| 3M | -4.8% | -4.9% | +0.1% | -1.7% |
| 6M | -7.3% | -1.5% | -5.7% | -6.7% |
| YTD | -11.4% | +8.5% | -19.9% | -16.9% |
| 1Y | -14.3% | +11.4% | -25.7% | -21.1% |
| 3Y | +11.8% | +70.1% | -58.2% | -21.6% |
| All | +11.8% | +69.7% | -57.9% | -21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling