+54.6%
FTI vs KMX
+35.0%
+19.6%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.3% | -6.7% | -3.5% |
| 7D | -9.7% | +2.1% | -11.8% | -9.7% |
| 30D | -8.2% | +0.5% | -8.7% | -8.2% |
| 3M | -7.8% | -4.1% | -3.7% | -7.6% |
| 6M | -13.4% | +49.5% | -62.9% | -16.8% |
| YTD | +45.1% | +42.7% | +2.3% | +40.9% |
| 1Y | +54.6% | +35.3% | +19.3% | +50.5% |
| All | +54.6% | +35.0% | +19.6% | +50.5% |
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