-24.4%
KOP price history and return analytics
+74.1%
-98.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -5.0% |
| 7D | -29.9% | +0.4% | -30.3% | -30.1% |
| 30D | -32.4% | -2.6% | -29.8% | -30.4% |
| 3M | -42.6% | -3.2% | -39.4% | -40.5% |
| 6M | -33.1% | +0.9% | -34.0% | -33.9% |
| YTD | +9.0% | +11.3% | -2.3% | -4.0% |
| 1Y | +10.9% | +14.0% | -3.1% | -5.2% |
| 3Y | -24.4% | +75.8% | -100.2% | -67.0% |
| All | -24.4% | +74.1% | -98.5% | -67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling