+252.4%
DINO vs KMX
-64.6%
+316.9%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.1% |
| 7D | +5.7% | +3.4% | +2.3% | +5.2% |
| 30D | -19.6% | +6.8% | -26.4% | -20.5% |
| 3M | +11.8% | -11.4% | +23.2% | +13.2% |
| 6M | +49.0% | +43.6% | +5.4% | +38.9% |
| YTD | +128.1% | +37.7% | +90.4% | +111.7% |
| 1Y | +96.3% | +53.0% | +43.3% | +78.3% |
| 3Y | +113.8% | -16.3% | +130.1% | +116.4% |
| All | +252.4% | -64.6% | +316.9% | +330.5% |
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