-25.8%
EQX vs KMX
+42.4%
-68.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.4% | -5.4% | -5.1% |
| 7D | -7.0% | -3.4% | -3.6% | -6.6% |
| 30D | +4.8% | +4.0% | +0.8% | +4.5% |
| 3M | +25.6% | +24.8% | +0.9% | +24.1% |
| 6M | -25.8% | +43.6% | -69.5% | -30.2% |
| All | -25.8% | +42.4% | -68.2% | -30.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling