+21.8%
ENTG vs KMX
-54.2%
+76.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.8% | +1.6% |
| 7D | +8.9% | -1.9% | +10.8% | +9.8% |
| 30D | -0.8% | +2.6% | -3.4% | -2.2% |
| 3M | +6.6% | +25.6% | -19.0% | -5.1% |
| 6M | +22.1% | +41.9% | -19.8% | +0.9% |
| YTD | +70.2% | +56.0% | +14.1% | +33.3% |
| 1Y | +76.7% | -1.8% | +78.5% | +68.9% |
| 3Y | +50.5% | -25.7% | +76.2% | +61.3% |
| 5Y | +21.8% | -54.7% | +76.6% | +58.0% |
| All | +21.8% | -54.2% | +76.0% | +58.0% |
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