+237.7%
KOPN price history and return analytics
+72.7%
+165.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +3.9% | +5.7% |
| 7D | +2.8% | -2.0% | +4.8% | +9.4% |
| 30D | -15.6% | -1.4% | -14.2% | -11.7% |
| 3M | -4.6% | +4.7% | -9.3% | -14.2% |
| 6M | +103.2% | +11.4% | +91.9% | +59.9% |
| YTD | +87.6% | +13.1% | +74.6% | +42.7% |
| 1Y | +108.1% | +19.0% | +89.0% | +41.0% |
| All | +237.7% | +72.7% | +165.0% | -0.7% |
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