-53.9%
KMLI vs VOO
+29.5%
-83.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -3.7% |
| 7D | -3.5% | +0.5% | -4.0% | -4.6% |
| 30D | +9.0% | -0.9% | +10.0% | +11.1% |
| 3M | +33.6% | +3.9% | +29.7% | +21.6% |
| 6M | +0.2% | +14.5% | -14.4% | -29.8% |
| YTD | -25.7% | +13.0% | -38.6% | -45.7% |
| 1Y | -50.8% | +19.4% | -70.2% | -68.1% |
| All | -53.9% | +29.5% | -83.4% | -75.7% |
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