+43.4%
EQX vs KMX
+5.0%
+38.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.4% |
| 7D | -1.4% | +1.9% | -3.3% | -1.4% |
| 30D | +24.4% | +11.7% | +12.7% | +24.3% |
| 3M | +11.6% | +34.9% | -23.3% | +12.1% |
| 6M | -25.0% | +50.3% | -75.3% | -25.0% |
| YTD | -8.4% | +63.8% | -72.2% | -6.7% |
| 1Y | +43.4% | +3.8% | +39.6% | +39.8% |
| All | +43.4% | +5.0% | +38.4% | +39.8% |
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