-25.9%
KPLT vs VOO
+77.0%
-102.9%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | +61.4% | -0.4% | +61.7% | +61.5% |
| 30D | +46.4% | -1.4% | +47.8% | +46.9% |
| 3M | +47.3% | +3.7% | +43.6% | +45.9% |
| 6M | +53.6% | +13.0% | +40.6% | +48.0% |
| YTD | +44.1% | +12.4% | +31.7% | +39.2% |
| 1Y | -59.7% | +18.6% | -78.3% | -61.7% |
| All | -25.9% | +77.0% | -102.9% | -46.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling