+113.1%
KOPN vs VOO
+325.3%
-212.2%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.8% | +3.0% | +2.3% |
| 7D | +6.5% | -0.8% | +7.3% | +8.0% |
| 30D | -9.2% | -1.1% | -8.1% | -7.3% |
| 3M | -11.1% | +3.9% | -15.0% | -15.4% |
| 6M | +102.7% | +13.6% | +89.0% | +71.4% |
| YTD | +94.9% | +12.7% | +82.2% | +68.5% |
| 1Y | +102.7% | +17.6% | +85.1% | +66.2% |
| 3Y | +250.8% | +77.3% | +173.4% | +62.7% |
| 5Y | -22.2% | +84.1% | -106.3% | -63.5% |
| All | +113.1% | +325.3% | -212.2% | -72.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling