+246.0%
KOF price history and return analytics
+345.0%
-99.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | +1.6% |
| 7D | -0.6% | -4.2% | +3.5% | +2.5% |
| 30D | +8.1% | -5.8% | +13.9% | +12.8% |
| 3M | +7.0% | -5.2% | +12.3% | +11.2% |
| 6M | +9.9% | +0.1% | +9.8% | +9.2% |
| YTD | +25.0% | +8.2% | +16.8% | +17.2% |
| 1Y | +33.8% | +10.1% | +23.7% | +23.7% |
| 3Y | +53.7% | +69.7% | -16.0% | +0.7% |
| 5Y | +150.1% | +53.4% | +96.8% | +75.0% |
| 10Y | +124.1% | +219.2% | -95.1% | -12.6% |
| All | +246.0% | +345.0% | -99.0% | -13.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling