-26.0%
KSTR price history and return analytics
+81.4%
-107.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.4% |
| 7D | +7.2% | -2.3% | +9.5% | +9.1% |
| 30D | -18.4% | -5.0% | -13.5% | -15.2% |
| 3M | -27.2% | -4.9% | -22.3% | -24.3% |
| 6M | -25.8% | -1.5% | -24.3% | -24.4% |
| YTD | -3.2% | +8.5% | -11.7% | -6.9% |
| 1Y | -6.5% | +11.4% | -17.9% | -11.6% |
| 3Y | +43.7% | +70.1% | -26.4% | +6.4% |
| 5Y | -25.3% | +53.7% | -79.0% | -41.0% |
| All | -26.0% | +81.4% | -107.4% | -51.4% |
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