+475.0%
DINO vs KMX
+11.6%
+463.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.2% |
| 7D | +2.3% | -3.1% | +5.4% | +3.1% |
| 30D | +22.6% | +4.4% | +18.2% | +21.0% |
| 3M | +55.2% | +18.9% | +36.3% | +47.1% |
| 6M | +93.8% | +44.3% | +49.5% | +72.0% |
| YTD | +139.5% | +58.7% | +80.8% | +105.0% |
| 1Y | +115.3% | +0.1% | +115.2% | +106.4% |
| 3Y | +98.8% | -24.4% | +123.2% | +102.0% |
| 5Y | +333.5% | -54.4% | +387.9% | +396.1% |
| All | +475.0% | +11.6% | +463.4% | +352.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling