+55.8%
KOP price history and return analytics
+229.8%
-174.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.4% |
| 7D | -3.0% | -1.1% | -1.9% | -1.3% |
| 30D | +2.4% | -1.0% | +3.4% | +4.0% |
| 3M | +11.9% | +3.2% | +8.7% | +6.4% |
| 6M | +24.8% | +12.5% | +12.4% | +3.2% |
| YTD | +72.3% | +14.1% | +58.2% | +39.2% |
| 1Y | +61.9% | +18.9% | +43.0% | +22.0% |
| 3Y | +26.3% | +74.1% | -47.7% | -49.0% |
| 5Y | +51.5% | +66.9% | -15.3% | -34.3% |
| All | +55.8% | +229.8% | -174.0% | -77.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling