+1,055.3%
DELL vs KMX
-54.8%
+1,110.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.4% | -5.7% | -5.5% |
| 7D | -1.9% | -3.4% | +1.5% | -1.0% |
| 30D | +14.9% | +4.0% | +10.9% | +13.5% |
| 3M | +37.2% | +24.8% | +12.4% | +27.1% |
| 6M | +254.0% | +43.6% | +210.4% | +212.4% |
| YTD | +306.1% | +56.6% | +249.5% | +249.0% |
| 1Y | +312.3% | +2.2% | +310.0% | +293.6% |
| 3Y | +654.0% | -25.4% | +679.5% | +678.4% |
| 5Y | +1,055.3% | -55.0% | +1,110.3% | +1,221.4% |
| All | +1,055.3% | -54.8% | +1,110.2% | +1,221.4% |
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