+1,278.0%
AAPL vs KMX
+11.6%
+1,266.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.4% |
| 7D | +3.8% | -3.1% | +7.0% | +4.6% |
| 30D | +9.9% | +4.4% | +5.5% | +8.7% |
| 3M | +12.5% | +18.9% | -6.4% | +7.1% |
| 6M | +27.6% | +44.3% | -16.7% | +14.6% |
| YTD | +22.6% | +58.7% | -36.1% | +6.8% |
| 1Y | +45.0% | +0.1% | +44.9% | +39.8% |
| 3Y | +87.8% | -24.4% | +112.2% | +90.2% |
| 5Y | +128.7% | -54.4% | +183.1% | +156.0% |
| All | +1,278.0% | +11.6% | +1,266.4% | +1,139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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