-59.0%
KPLT vs SPY
+20.8%
-79.9%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.2% | -0.4% | +16.6% | +16.3% |
| 7D | +38.8% | +0.1% | +38.7% | +38.7% |
| 30D | +24.6% | +0.1% | +24.6% | +24.5% |
| 3M | +33.6% | +2.0% | +31.6% | +33.1% |
| 6M | +35.0% | +13.0% | +22.0% | +30.4% |
| YTD | +22.3% | +13.5% | +8.7% | +17.9% |
| 1Y | -59.0% | +20.0% | -79.0% | -59.9% |
| All | -59.0% | +20.8% | -79.9% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling