-99.3%
KLRS price history and return analytics
+65.7%
-165.0%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.0% |
| 7D | -13.3% | -1.1% | -12.2% | -11.7% |
| 30D | -14.2% | -1.0% | -13.2% | -12.7% |
| 3M | -22.5% | +3.2% | -25.6% | -26.3% |
| 6M | -63.3% | +12.5% | -75.8% | -69.8% |
| YTD | -60.0% | +14.1% | -74.0% | -67.8% |
| 1Y | -21.0% | +18.9% | -39.9% | -41.0% |
| 3Y | -94.8% | +74.1% | -168.9% | -98.1% |
| All | -99.3% | +65.7% | -165.0% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling