-94.4%
KPLT vs VOO
+82.8%
-177.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.0% | +2.1% |
| 7D | +19.4% | -0.8% | +20.1% | +20.2% |
| 30D | +19.7% | -1.1% | +20.7% | +21.0% |
| 3M | +49.7% | +3.9% | +45.8% | +43.8% |
| 6M | +54.3% | +13.6% | +40.7% | +34.1% |
| YTD | +46.0% | +12.7% | +33.3% | +28.1% |
| 1Y | -52.7% | +17.6% | -70.3% | -60.6% |
| 3Y | -25.0% | +77.3% | -102.3% | -66.6% |
| All | -94.4% | +82.8% | -177.2% | -97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling