-97.5%
KAPA vs VOO
+38.0%
-135.5%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.3% |
| 7D | -7.0% | +2.6% | -9.5% | -8.7% |
| 30D | -38.9% | -2.0% | -36.9% | -37.8% |
| 3M | -82.0% | -2.8% | -79.2% | -81.5% |
| 6M | -86.0% | +2.2% | -88.2% | -86.1% |
| YTD | -90.9% | +11.5% | -102.4% | -91.4% |
| 1Y | -91.8% | +13.5% | -105.3% | -92.3% |
| All | -97.5% | +38.0% | -135.5% | -98.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling