+79.7%
KAPR vs VOO
+232.3%
-152.6%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.1% |
| 7D | +0.4% | -0.6% | +1.0% | +0.7% |
| 30D | +0.8% | -3.6% | +4.5% | +2.8% |
| 3M | -0.8% | -2.7% | +1.9% | +0.6% |
| 6M | +2.8% | +2.2% | +0.6% | +1.5% |
| YTD | +13.4% | +10.9% | +2.5% | +7.0% |
| 1Y | +15.4% | +11.3% | +4.0% | +8.6% |
| 3Y | +52.6% | +76.9% | -24.3% | +11.8% |
| 5Y | +41.0% | +73.5% | -32.5% | +2.8% |
| All | +79.7% | +232.3% | -152.6% | -10.6% |
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