+29.6%
KOP price history and return analytics
+76.6%
-47.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.8% |
| 7D | +2.6% | +1.0% | +1.6% | +1.4% |
| 30D | -7.9% | -0.2% | -7.6% | -7.6% |
| 3M | +14.5% | +4.5% | +10.0% | +8.8% |
| 6M | +26.0% | +14.1% | +11.9% | +8.5% |
| YTD | +75.1% | +14.8% | +60.4% | +49.6% |
| 1Y | +65.9% | +21.2% | +44.7% | +32.4% |
| 3Y | +29.6% | +76.6% | -47.0% | -32.4% |
| All | +29.6% | +76.6% | -47.0% | -32.4% |
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 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