-87.8%
KLTR price history and return analytics
+71.6%
-159.5%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.5% |
| 7D | -3.9% | -0.1% | -3.8% | -3.8% |
| 30D | -11.0% | -0.7% | -10.3% | -10.3% |
| 3M | +4.3% | +4.0% | +0.3% | -1.6% |
| 6M | -1.4% | +12.3% | -13.6% | -16.9% |
| YTD | -11.0% | +14.0% | -25.0% | -26.7% |
| 1Y | -3.3% | +20.3% | -23.6% | -26.5% |
| 3Y | -20.2% | +75.4% | -95.7% | -63.3% |
| 5Y | -87.5% | +66.0% | -153.5% | -93.5% |
| All | -87.8% | +71.6% | -159.5% | -93.6% |
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 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