+44.7%
KMLM price history and return analytics
+95.3%
-50.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.7% |
| 7D | +2.4% | +2.9% | -0.5% | +2.8% |
| 30D | -4.9% | -2.5% | -2.4% | -5.3% |
| 3M | +3.0% | -3.3% | +6.4% | +2.6% |
| 6M | -1.3% | +1.5% | -2.8% | -0.9% |
| YTD | +14.8% | +11.4% | +3.4% | +16.8% |
| 1Y | +17.1% | +11.9% | +5.2% | +19.2% |
| 3Y | -0.3% | +73.9% | -74.2% | +10.7% |
| 5Y | +22.8% | +57.9% | -35.1% | +42.7% |
| All | +44.7% | +95.3% | -50.5% | +65.4% |
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