-53.0%
KOS price history and return analytics
+215.5%
-268.5%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.5% |
| 7D | -26.0% | -2.3% | -23.6% | -23.4% |
| 30D | -18.5% | -5.0% | -13.6% | -12.1% |
| 3M | -14.6% | -4.9% | -9.7% | -8.8% |
| 6M | -27.0% | -1.5% | -25.4% | -28.9% |
| YTD | +131.9% | +8.5% | +123.4% | +82.0% |
| 1Y | +49.6% | +11.4% | +38.3% | +10.9% |
| 3Y | -70.1% | +70.1% | -140.2% | -90.4% |
| 5Y | -43.9% | +53.7% | -97.6% | -77.8% |
| All | -53.0% | +215.5% | -268.5% | -91.8% |
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