+55.2%
EWT vs KMX
+35.0%
+20.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.3% | -4.5% | -1.6% |
| 7D | -10.9% | +2.1% | -13.0% | -11.1% |
| 30D | -17.7% | +0.5% | -18.2% | -17.8% |
| 3M | -5.0% | -4.1% | -0.9% | -4.7% |
| 6M | +7.4% | +49.5% | -42.1% | +1.7% |
| YTD | +52.8% | +42.7% | +10.1% | +44.3% |
| 1Y | +55.2% | +35.3% | +19.9% | +46.6% |
| All | +55.2% | +35.0% | +20.2% | +46.6% |
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