+636.7%
DELL vs KMX
-26.1%
+662.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.4% | -5.7% | -5.4% |
| 7D | -1.9% | -3.4% | +1.5% | -1.1% |
| 30D | +14.9% | +4.0% | +10.9% | +13.7% |
| 3M | +37.2% | +24.8% | +12.4% | +27.7% |
| 6M | +254.0% | +43.6% | +210.4% | +214.0% |
| YTD | +306.1% | +56.6% | +249.5% | +252.0% |
| 1Y | +312.3% | +2.2% | +310.0% | +295.5% |
| All | +636.7% | -26.1% | +662.8% | +663.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling