-63.4%
KOD price history and return analytics
+66.2%
-129.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | +0.2% |
| 7D | -5.4% | +1.0% | -6.4% | -7.4% |
| 30D | -22.7% | -0.2% | -22.5% | -22.5% |
| 3M | +18.4% | +4.5% | +13.9% | +7.2% |
| 6M | +41.1% | +14.1% | +27.0% | +5.2% |
| YTD | +25.4% | +14.8% | +10.7% | -7.6% |
| 1Y | +258.2% | +21.2% | +237.0% | +136.1% |
| 3Y | +1,562.1% | +76.6% | +1,485.5% | +420.6% |
| 5Y | -63.4% | +66.6% | -130.0% | -83.7% |
| All | -63.4% | +66.2% | -129.6% | -83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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