+113.1%
KOPN price history and return analytics
+229.8%
-116.7%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.0% | +2.1% |
| 7D | +6.5% | -1.1% | +7.6% | +8.9% |
| 30D | -9.2% | -1.0% | -8.2% | -7.2% |
| 3M | -11.1% | +3.2% | -14.3% | -14.2% |
| 6M | +102.7% | +12.5% | +90.2% | +73.6% |
| YTD | +94.9% | +14.1% | +80.8% | +64.1% |
| 1Y | +102.7% | +18.9% | +83.8% | +61.6% |
| 3Y | +250.8% | +74.1% | +176.7% | +60.8% |
| 5Y | -22.2% | +66.9% | -89.0% | -59.0% |
| All | +113.1% | +229.8% | -116.7% | -60.0% |
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 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