+123.8%
KOMP price history and return analytics
+161.1%
-37.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | +0.4% | +2.4% | -2.0% | -2.5% |
| 30D | -4.4% | -1.5% | -2.9% | -2.3% |
| 3M | -14.7% | -4.1% | -10.6% | -9.7% |
| 6M | -12.5% | +0.6% | -13.1% | -12.4% |
| YTD | +1.5% | +11.0% | -9.6% | -10.2% |
| 1Y | +1.9% | +13.3% | -11.4% | -12.0% |
| 3Y | +61.6% | +73.4% | -11.8% | -16.9% |
| 5Y | -4.9% | +57.4% | -62.3% | -44.0% |
| All | +123.8% | +161.1% | -37.3% | -25.0% |
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