-96.1%
KPLT vs VOO
+162.6%
-258.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.0% | +2.4% |
| 7D | +19.4% | -0.8% | +20.1% | +19.9% |
| 30D | +19.7% | -1.1% | +20.7% | +20.5% |
| 3M | +49.7% | +3.9% | +45.8% | +46.1% |
| 6M | +54.3% | +13.6% | +40.7% | +41.9% |
| YTD | +46.0% | +12.7% | +33.3% | +35.1% |
| 1Y | -52.7% | +17.6% | -70.3% | -57.5% |
| 3Y | -25.0% | +77.3% | -102.3% | -50.5% |
| 5Y | -94.2% | +84.1% | -178.3% | -96.2% |
| All | -96.1% | +162.6% | -258.7% | -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 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