+44.8%
KMTS vs VOO
+34.7%
+10.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.3% | +5.8% | +5.3% |
| 7D | +3.7% | -0.9% | +4.6% | +5.2% |
| 30D | +17.5% | -2.3% | +19.9% | +21.6% |
| 3M | +13.4% | -1.2% | +14.5% | +15.4% |
| 6M | +44.9% | +3.3% | +41.6% | +39.6% |
| YTD | +19.3% | +12.3% | +6.9% | +3.4% |
| 1Y | +14.8% | +12.5% | +2.3% | -0.6% |
| All | +44.8% | +34.7% | +10.1% | +9.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling