-4.9%
EQT vs KMX
+35.0%
-39.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.3% | -6.5% | -3.2% |
| 7D | -6.6% | +2.1% | -8.7% | -6.6% |
| 30D | +2.7% | +0.5% | +2.2% | +2.7% |
| 3M | -0.2% | -4.1% | +4.0% | -0.1% |
| 6M | -10.6% | +49.5% | -60.1% | -11.0% |
| YTD | -1.2% | +42.7% | -43.9% | -1.8% |
| 1Y | -4.9% | +35.3% | -40.2% | -5.4% |
| All | -4.9% | +35.0% | -39.8% | -5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling