-10.8%
KOP price history and return analytics
+222.7%
-233.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +2.3% |
| 7D | -20.0% | +2.9% | -22.9% | -23.7% |
| 30D | -28.6% | -2.5% | -26.1% | -25.9% |
| 3M | -29.9% | -3.3% | -26.6% | -26.4% |
| 6M | -26.9% | +1.5% | -28.4% | -29.1% |
| YTD | +17.8% | +11.4% | +6.5% | -1.5% |
| 1Y | +12.1% | +11.9% | +0.2% | -7.2% |
| 3Y | -21.4% | +73.9% | -95.3% | -68.3% |
| 5Y | -4.9% | +57.9% | -62.7% | -54.7% |
| All | -10.8% | +222.7% | -233.5% | -86.1% |
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 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