+117.9%
BTSG vs KMX
+35.0%
+82.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.4% | -0.3% |
| 7D | +17.4% | +2.1% | +15.3% | +17.0% |
| 30D | +12.6% | +0.5% | +12.1% | +12.4% |
| 3M | +11.2% | -4.1% | +15.3% | +11.4% |
| 6M | +30.4% | +49.5% | -19.1% | +23.0% |
| YTD | +86.4% | +42.7% | +43.7% | +77.6% |
| 1Y | +117.9% | +35.3% | +82.6% | +107.5% |
| All | +117.9% | +35.0% | +82.9% | +107.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling