+143.3%
DELL vs KMX
+35.0%
+108.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.3% | -12.1% | -9.4% |
| 7D | -24.6% | +2.1% | -26.7% | -25.0% |
| 30D | -32.5% | +0.5% | -33.0% | -32.7% |
| 3M | -20.2% | -4.1% | -16.1% | -19.7% |
| 6M | +76.5% | +49.5% | +27.0% | +55.5% |
| YTD | +198.9% | +42.7% | +156.2% | +169.0% |
| 1Y | +143.3% | +35.3% | +108.0% | +119.7% |
| All | +143.3% | +35.0% | +108.3% | +119.7% |
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