+143.3%
AAPL vs KMX
-64.6%
+207.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.1% |
| 7D | +4.1% | +3.4% | +0.8% | +3.4% |
| 30D | +4.0% | +6.8% | -2.9% | +2.3% |
| 3M | +16.8% | -11.4% | +28.2% | +19.2% |
| 6M | +19.4% | +43.6% | -24.2% | +8.6% |
| YTD | +31.5% | +37.7% | -6.2% | +19.2% |
| 1Y | +31.0% | +53.0% | -22.0% | +15.4% |
| 3Y | +95.3% | -16.3% | +111.6% | +92.7% |
| All | +143.3% | -64.6% | +207.9% | +203.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling