-21.4%
KOPN price history and return analytics
+65.7%
-87.1%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.0% | +1.6% |
| 7D | +6.5% | -1.1% | +7.6% | +9.6% |
| 30D | -9.2% | -1.0% | -8.2% | -6.7% |
| 3M | -11.1% | +3.2% | -14.3% | -15.4% |
| 6M | +102.7% | +12.5% | +90.2% | +64.3% |
| YTD | +94.9% | +14.1% | +80.8% | +54.4% |
| 1Y | +102.7% | +18.9% | +83.8% | +49.5% |
| 3Y | +250.8% | +74.1% | +176.7% | +28.0% |
| All | -21.4% | +65.7% | -87.1% | -60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling