+3,858.6%
GEN vs KMX
+475.4%
+3,383.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.3% |
| 7D | -1.2% | +1.9% | -3.1% | -1.5% |
| 30D | +10.1% | +11.7% | -1.5% | +8.0% |
| 3M | +16.1% | +34.9% | -18.8% | +9.8% |
| 6M | +38.9% | +50.3% | -11.4% | +28.2% |
| YTD | +14.4% | +63.8% | -49.4% | +3.8% |
| 1Y | +5.9% | +3.8% | +2.0% | +2.7% |
| 3Y | +58.8% | -24.3% | +83.1% | +60.2% |
| 5Y | +24.7% | -50.2% | +74.9% | +31.1% |
| 10Y | +163.1% | +5.4% | +157.7% | +132.7% |
| All | +3,858.6% | +475.4% | +3,383.3% | +2,236.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling