-48.2%
KMLI vs VT
+22.0%
-70.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | +0.6% | +0.4% | +0.2% | -0.3% |
| 30D | +2.1% | +1.0% | +1.1% | 0.0% |
| 3M | +37.1% | +2.4% | +34.7% | +30.5% |
| 6M | +6.2% | +12.0% | -5.8% | -19.7% |
| YTD | -21.8% | +15.3% | -37.2% | -44.6% |
| All | -48.2% | +22.0% | -70.2% | -61.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling