+263,909.3%
AMZN vs KMX
+710.1%
+263,199.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.4% |
| 7D | -3.0% | +1.9% | -4.9% | -3.4% |
| 30D | -5.2% | +11.7% | -16.9% | -7.5% |
| 3M | +1.9% | +34.9% | -33.0% | -5.0% |
| 6M | +19.2% | +50.3% | -31.0% | +7.7% |
| YTD | +12.0% | +63.8% | -51.8% | -1.1% |
| 1Y | +9.7% | +3.8% | +5.8% | +5.2% |
| 3Y | +87.2% | -24.3% | +111.4% | +88.4% |
| 5Y | +48.7% | -50.2% | +98.9% | +60.1% |
| 10Y | +569.3% | +5.4% | +564.0% | +481.4% |
| All | +263,909.3% | +710.1% | +263,199.2% | +208,598.3% |
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