+3,826.3%
GEN vs KMX
+383.8%
+3,442.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.2% | +2.2% |
| 7D | +2.0% | +3.4% | -1.3% | +1.4% |
| 30D | +27.7% | +6.8% | +20.9% | +26.3% |
| 3M | +3.3% | -11.4% | +14.6% | +5.3% |
| 6M | +31.8% | +43.6% | -11.8% | +22.9% |
| YTD | +13.5% | +37.7% | -24.2% | +6.0% |
| 1Y | +16.0% | +53.0% | -36.9% | +6.3% |
| 3Y | +70.6% | -16.3% | +86.9% | +69.6% |
| 5Y | +32.1% | -64.2% | +96.4% | +47.2% |
| 10Y | +153.4% | -2.8% | +156.3% | +127.6% |
| All | +3,826.3% | +383.8% | +3,442.5% | +2,284.9% |
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