+52.8%
KOF price history and return analytics
+69.4%
-16.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | +0.7% |
| 7D | -0.6% | -4.2% | +3.5% | +1.5% |
| 30D | +8.1% | -5.8% | +13.9% | +11.4% |
| 3M | +7.0% | -5.2% | +12.3% | +9.9% |
| 6M | +9.9% | +0.1% | +9.8% | +9.3% |
| YTD | +25.0% | +8.2% | +16.8% | +19.2% |
| 1Y | +33.8% | +10.1% | +23.7% | +26.5% |
| All | +52.8% | +69.4% | -16.6% | +9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling