+140.0%
KOP vs VOO
+817.1%
-677.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.3% | +2.5% |
| 7D | +2.6% | +0.1% | +2.5% | +2.4% |
| 30D | -6.2% | +0.1% | -6.2% | -6.3% |
| 3M | +13.6% | +2.0% | +11.5% | +10.1% |
| 6M | +24.8% | +13.0% | +11.7% | +4.2% |
| YTD | +77.6% | +13.6% | +64.0% | +47.1% |
| 1Y | +68.5% | +20.1% | +48.4% | +28.3% |
| 3Y | +22.8% | +77.6% | -54.8% | -48.4% |
| 5Y | +49.0% | +82.4% | -33.5% | -41.0% |
| 10Y | +50.3% | +316.8% | -266.5% | -82.0% |
| All | +140.0% | +817.1% | -677.1% | -92.5% |
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