+152.7%
KEMX vs VOO
+192.2%
-39.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.8% |
| 7D | -0.2% | -2.0% | +1.8% | +1.4% |
| 30D | +4.6% | -1.7% | +6.3% | +6.0% |
| 3M | +6.6% | +4.7% | +1.8% | +3.0% |
| 6M | +23.7% | +12.6% | +11.1% | +13.5% |
| YTD | +39.1% | +11.8% | +27.3% | +28.5% |
| 1Y | +57.4% | +17.5% | +39.8% | +40.0% |
| 3Y | +114.1% | +77.0% | +37.1% | +38.6% |
| 5Y | +89.0% | +82.6% | +6.5% | +18.4% |
| All | +152.7% | +192.2% | -39.5% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling