+36.1%
KOPN vs VOO
+807.8%
-771.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.5% | -6.1% | -5.8% |
| 7D | -0.7% | -0.4% | -0.3% | -0.1% |
| 30D | +1.2% | -1.4% | +2.6% | +3.6% |
| 3M | -13.6% | +3.7% | -17.3% | -17.0% |
| 6M | +95.4% | +13.0% | +82.4% | +67.9% |
| YTD | +82.1% | +12.4% | +69.6% | +59.1% |
| 1Y | +86.8% | +18.6% | +68.2% | +52.4% |
| 3Y | +225.2% | +78.1% | +147.1% | +52.3% |
| 5Y | -27.6% | +82.3% | -109.8% | -65.0% |
| 10Y | +100.0% | +322.5% | -222.5% | -70.5% |
| All | +36.1% | +807.8% | -771.7% | -94.4% |
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