+310,029.0%
AAPL vs KMX
+383.8%
+309,645.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.2% |
| 7D | +4.1% | +3.4% | +0.8% | +3.5% |
| 30D | +4.0% | +6.8% | -2.9% | +2.6% |
| 3M | +16.8% | -11.4% | +28.2% | +18.8% |
| 6M | +19.4% | +43.6% | -24.2% | +10.8% |
| YTD | +31.5% | +37.7% | -6.2% | +22.0% |
| 1Y | +31.0% | +53.0% | -22.0% | +19.0% |
| 3Y | +95.3% | -16.3% | +111.6% | +92.5% |
| 5Y | +143.4% | -64.2% | +207.6% | +171.5% |
| 10Y | +1,330.5% | -2.8% | +1,333.4% | +1,206.9% |
| All | +310,029.0% | +383.8% | +309,645.2% | +222,683.2% |
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