+4,770.1%
DELL vs KMX
+0.8%
+4,769.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.3% | +6.2% | +3.2% |
| 7D | +25.6% | -0.7% | +26.3% | +25.9% |
| 30D | +17.7% | +4.1% | +13.5% | +16.1% |
| 3M | +33.4% | +27.5% | +5.9% | +22.0% |
| 6M | +266.2% | +43.6% | +222.6% | +220.8% |
| YTD | +328.0% | +56.8% | +271.2% | +263.6% |
| 1Y | +339.6% | -1.3% | +340.9% | +322.3% |
| 3Y | +694.6% | -25.4% | +720.0% | +714.2% |
| 5Y | +1,122.0% | -53.9% | +1,175.9% | +1,297.9% |
| 10Y | +4,062.5% | +0.7% | +4,061.8% | +3,563.5% |
| All | +4,770.1% | +0.8% | +4,769.3% | +4,157.3% |
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