-81.7%
KMRK vs VOO
+24.0%
-105.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.5% | -3.5% |
| 7D | -18.2% | -0.8% | -17.4% | -18.3% |
| 30D | -24.3% | -1.1% | -23.3% | -24.5% |
| 3M | -36.9% | +3.9% | -40.8% | -36.1% |
| 6M | -59.5% | +13.6% | -73.1% | -57.9% |
| YTD | -30.2% | +12.7% | -42.9% | -28.6% |
| 1Y | -44.6% | +17.6% | -62.2% | -53.8% |
| All | -81.7% | +24.0% | -105.6% | -90.0% |
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