-46.6%
KTEC vs VOO
+96.0%
-142.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | -0.5% | +0.1% | -0.7% | -0.7% |
| 30D | -7.1% | +0.1% | -7.2% | -7.2% |
| 3M | -7.7% | +2.0% | -9.7% | -9.5% |
| 6M | -8.1% | +13.0% | -21.2% | -18.0% |
| YTD | -18.6% | +13.6% | -32.2% | -27.6% |
| 1Y | -21.5% | +20.1% | -41.6% | -33.6% |
| 3Y | +0.1% | +77.6% | -77.4% | -41.9% |
| 5Y | -36.0% | +82.4% | -118.5% | -63.9% |
| All | -46.6% | +96.0% | -142.6% | -70.8% |
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