-47.6%
FND vs KMX
+3.5%
-51.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.6% |
| 7D | -5.8% | -3.1% | -2.6% | -4.8% |
| 30D | -20.2% | +4.4% | -24.7% | -21.2% |
| 3M | -12.0% | +18.9% | -30.9% | -17.0% |
| 6M | -18.5% | +44.3% | -62.8% | -29.1% |
| YTD | -22.3% | +58.7% | -80.9% | -34.0% |
| 1Y | -47.6% | +0.1% | -47.8% | -53.2% |
| All | -47.6% | +3.5% | -51.1% | -53.2% |
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 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