-51.0%
KMLI vs VOO
+20.9%
-72.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.4% |
| 7D | +0.6% | +0.1% | +0.5% | +0.3% |
| 30D | +2.1% | +0.1% | +2.0% | +1.7% |
| 3M | +37.1% | +2.0% | +35.1% | +30.7% |
| 6M | +6.2% | +13.0% | -6.8% | -24.0% |
| YTD | -21.8% | +13.6% | -35.4% | -44.3% |
| 1Y | -51.0% | +20.1% | -71.1% | -61.8% |
| All | -51.0% | +20.9% | -72.0% | -61.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling