-4.3%
AKAM vs KMX
-54.8%
+50.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.3% |
| 7D | +0.6% | -3.4% | +4.0% | +1.3% |
| 30D | -8.2% | +4.0% | -12.2% | -9.0% |
| 3M | -17.6% | +24.8% | -42.4% | -22.0% |
| 6M | +2.5% | +43.6% | -41.1% | -6.6% |
| YTD | +22.8% | +56.6% | -33.8% | +8.5% |
| 1Y | +39.6% | +2.2% | +37.3% | +34.8% |
| 3Y | +2.3% | -25.4% | +27.8% | +5.2% |
| 5Y | -4.3% | -55.0% | +50.7% | +3.4% |
| All | -4.3% | -54.8% | +50.5% | +3.4% |
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