+48.6%
KMRK vs VOO
+14.7%
+33.9%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.7% | +4.6% |
| 7D | -2.5% | -0.7% | -1.8% | -3.2% |
| 30D | +33.3% | -1.1% | +34.4% | +31.9% |
| 3M | +36.8% | -0.3% | +37.2% | +36.0% |
| 6M | -44.3% | +7.4% | -51.6% | -38.3% |
| YTD | +20.0% | +13.4% | +6.6% | +42.5% |
| 1Y | +48.6% | +14.8% | +33.8% | +78.3% |
| All | +48.6% | +14.7% | +33.9% | +78.3% |
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