-2.0%
KMLM vs VOO
+75.5%
-77.5%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | -4.8% | -2.7% | -2.1% | -4.9% |
| 30D | -7.0% | -5.4% | -1.7% | -7.2% |
| 3M | +2.1% | -4.1% | +6.2% | +2.0% |
| 6M | +0.6% | +0.7% | -0.2% | +0.5% |
| YTD | +12.6% | +8.7% | +3.8% | +12.5% |
| 1Y | +15.8% | +11.0% | +4.9% | +15.7% |
| 3Y | -2.0% | +75.5% | -77.4% | +6.8% |
| All | -2.0% | +75.5% | -77.5% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling