+42.2%
KMLM vs VOO
+126.7%
-84.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +1.2% |
| 7D | +0.1% | -0.9% | +1.0% | 0.0% |
| 30D | -6.6% | -2.3% | -4.3% | -6.9% |
| 3M | +1.5% | -1.2% | +2.7% | +1.4% |
| 6M | -0.9% | +3.3% | -4.2% | -0.4% |
| YTD | +12.8% | +12.3% | +0.4% | +14.6% |
| 1Y | +14.7% | +12.5% | +2.2% | +16.6% |
| 3Y | -2.0% | +79.2% | -81.2% | +7.9% |
| 5Y | +19.5% | +75.7% | -56.2% | +37.2% |
| All | +42.2% | +126.7% | -84.5% | +66.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling