-5.3%
KSTR price history and return analytics
+91.9%
-97.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | -2.2% | +1.0% | -3.2% | -2.9% |
| 30D | -9.4% | -0.2% | -9.2% | -9.2% |
| 3M | -0.1% | +4.5% | -4.6% | -2.8% |
| 6M | +17.5% | +14.1% | +3.4% | +8.4% |
| YTD | +23.9% | +14.8% | +9.1% | +14.0% |
| 1Y | +30.9% | +21.2% | +9.7% | +16.8% |
| 3Y | +80.8% | +76.6% | +4.2% | +29.4% |
| 5Y | -5.2% | +66.6% | -71.8% | -29.8% |
| All | -5.3% | +91.9% | -97.3% | -40.5% |
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