-4.6%
KSTR price history and return analytics
+92.9%
-97.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -3.1% | +0.4% | -3.6% | -3.4% |
| 30D | -4.6% | +1.0% | -5.6% | -5.2% |
| 3M | -7.0% | +2.4% | -9.4% | -8.2% |
| 6M | +17.1% | +12.0% | +5.1% | +9.2% |
| YTD | +24.8% | +15.3% | +9.4% | +14.5% |
| 1Y | +39.0% | +22.6% | +16.4% | +23.1% |
| 3Y | +73.2% | +74.7% | -1.5% | +24.6% |
| 5Y | -3.9% | +66.1% | -70.1% | -28.7% |
| All | -4.6% | +92.9% | -97.5% | -40.3% |
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