-91.9%
KAPA vs VOO
+14.7%
-106.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -5.5% |
| 7D | -6.3% | -0.7% | -5.6% | -5.3% |
| 30D | -68.4% | -1.1% | -67.3% | -67.9% |
| 3M | -78.5% | -0.3% | -78.1% | -78.4% |
| 6M | -87.6% | +7.4% | -94.9% | -88.9% |
| YTD | -90.1% | +13.4% | -103.5% | -91.9% |
| 1Y | -91.9% | +14.8% | -106.7% | -93.7% |
| All | -91.9% | +14.7% | -106.6% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling