+45.5%
AMZN vs KMX
-55.0%
+100.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | -1.0% | -1.9% | +0.8% | -0.5% |
| 30D | -9.2% | +2.6% | -11.8% | -10.0% |
| 3M | +3.4% | +25.6% | -22.2% | -3.8% |
| 6M | +18.2% | +41.9% | -23.6% | +4.8% |
| YTD | +9.3% | +56.0% | -46.7% | -6.6% |
| 1Y | +5.9% | -1.8% | +7.7% | +3.0% |
| 3Y | +82.6% | -25.7% | +108.3% | +88.8% |
| All | +45.5% | -55.0% | +100.5% | +71.1% |
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