-55.5%
KMLI price history and return analytics
+29.7%
-85.2%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -2.6% |
| 7D | -8.3% | -1.1% | -7.2% | -6.3% |
| 30D | +5.1% | -1.0% | +6.1% | +7.1% |
| 3M | +29.5% | +3.2% | +26.3% | +20.6% |
| 6M | -0.7% | +12.5% | -13.2% | -25.6% |
| YTD | -28.3% | +14.1% | -42.4% | -47.8% |
| 1Y | -51.9% | +18.9% | -70.8% | -68.1% |
| All | -55.5% | +29.7% | -85.2% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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