+56.5%
KOP vs VOO
+800.4%
-743.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.2% |
| 7D | +4.0% | +2.6% | +1.4% | +0.1% |
| 30D | -28.6% | -2.0% | -26.7% | -26.7% |
| 3M | -32.5% | -2.8% | -29.7% | -29.9% |
| 6M | -26.7% | +2.2% | -28.9% | -29.3% |
| YTD | +15.8% | +11.5% | +4.3% | -1.8% |
| 1Y | +7.0% | +13.5% | -6.5% | -11.6% |
| 3Y | -21.8% | +78.1% | -99.9% | -67.4% |
| 5Y | -6.5% | +73.1% | -79.6% | -59.9% |
| 10Y | -11.1% | +310.7% | -321.8% | -89.2% |
| All | +56.5% | +800.4% | -743.9% | -95.0% |
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