+5,993.3%
FIX vs KMX
+0.4%
+5,992.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.3% | +6.7% | +3.8% |
| 7D | +6.1% | -0.7% | +6.8% | +6.2% |
| 30D | -2.7% | +4.1% | -6.8% | -4.2% |
| 3M | -10.9% | +27.5% | -38.5% | -18.6% |
| 6M | +29.0% | +43.6% | -14.6% | +11.8% |
| YTD | +76.9% | +56.8% | +20.1% | +47.5% |
| 1Y | +130.7% | -1.3% | +132.1% | +120.5% |
| 3Y | +790.7% | -25.4% | +816.1% | +811.2% |
| 5Y | +2,185.6% | -53.9% | +2,239.5% | +2,558.1% |
| 10Y | +5,993.3% | +0.7% | +5,992.6% | +4,797.4% |
| All | +5,993.3% | +0.4% | +5,992.9% | +4,797.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling