+278,218.7%
AAPL vs KMX
+475.4%
+277,743.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -2.7% |
| 7D | +0.1% | +1.9% | -1.8% | -0.3% |
| 30D | +3.0% | +11.7% | -8.7% | +0.9% |
| 3M | +2.9% | +34.9% | -32.0% | -2.9% |
| 6M | +22.1% | +50.3% | -28.2% | +12.3% |
| YTD | +18.0% | +63.8% | -45.8% | +6.5% |
| 1Y | +33.9% | +3.8% | +30.1% | +29.2% |
| 3Y | +71.2% | -24.3% | +95.4% | +71.8% |
| 5Y | +112.6% | -50.2% | +162.8% | +124.2% |
| 10Y | +1,198.8% | +5.4% | +1,193.4% | +1,069.6% |
| All | +278,218.7% | +475.4% | +277,743.3% | +194,481.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling