-99.4%
KLRS price history and return analytics
+127.5%
-227.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -3.6% |
| 7D | -16.2% | -2.0% | -14.2% | -13.4% |
| 30D | -16.9% | -1.4% | -15.5% | -14.9% |
| 3M | -20.7% | +4.7% | -25.4% | -26.3% |
| 6M | -66.9% | +11.4% | -78.2% | -72.2% |
| YTD | -60.9% | +13.1% | -74.0% | -68.1% |
| 1Y | -27.5% | +19.0% | -46.5% | -45.9% |
| 3Y | -95.0% | +73.9% | -169.0% | -98.1% |
| 5Y | -99.3% | +65.4% | -164.7% | -99.7% |
| All | -99.4% | +127.5% | -227.0% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling