+150.7%
KOMP price history and return analytics
+169.8%
-19.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.7% |
| 7D | +2.2% | +1.0% | +1.2% | +0.9% |
| 30D | -4.1% | -0.2% | -3.8% | -3.7% |
| 3M | -3.6% | +4.5% | -8.2% | -8.7% |
| 6M | +12.6% | +14.1% | -1.5% | -4.2% |
| YTD | +13.7% | +14.8% | -1.1% | -3.9% |
| 1Y | +16.9% | +21.2% | -4.3% | -7.4% |
| 3Y | +69.3% | +76.6% | -7.2% | -15.1% |
| 5Y | +12.9% | +66.6% | -53.7% | -38.2% |
| All | +150.7% | +169.8% | -19.1% | -19.7% |
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