-96.1%
KPLT vs VOO
+163.1%
-259.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.9% | -0.6% | +20.4% | +20.2% |
| 7D | +72.8% | +0.5% | +72.3% | +72.3% |
| 30D | +42.0% | -0.9% | +42.9% | +42.8% |
| 3M | +55.5% | +3.9% | +51.6% | +51.7% |
| 6M | +63.0% | +14.5% | +48.5% | +49.1% |
| YTD | +46.6% | +13.0% | +33.6% | +35.4% |
| 1Y | -58.2% | +19.4% | -77.6% | -62.8% |
| 3Y | -25.1% | +78.9% | -103.9% | -50.9% |
| 5Y | -93.8% | +82.3% | -176.1% | -96.0% |
| All | -96.1% | +163.1% | -259.2% | -97.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling