-96.8%
KPLT vs VOO
+164.6%
-261.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.2% | -0.4% | +16.6% | +16.4% |
| 7D | +38.8% | +0.1% | +38.7% | +38.8% |
| 30D | +24.6% | +0.1% | +24.5% | +24.6% |
| 3M | +33.6% | +2.0% | +31.5% | +31.7% |
| 6M | +35.0% | +13.0% | +22.0% | +24.6% |
| YTD | +22.3% | +13.6% | +8.7% | +12.7% |
| 1Y | -59.0% | +20.1% | -79.1% | -63.7% |
| 3Y | -39.8% | +77.6% | -117.4% | -60.3% |
| 5Y | -95.0% | +82.4% | -177.5% | -96.8% |
| All | -96.8% | +164.6% | -261.4% | -98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling