+183.8%
GRMN vs KMX
-25.1%
+208.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +2.9% | +4.0% |
| 7D | +2.4% | -3.1% | +5.5% | +3.1% |
| 30D | -8.5% | +4.4% | -12.9% | -9.4% |
| 3M | +19.5% | +18.9% | +0.6% | +14.4% |
| 6M | +21.2% | +44.3% | -23.1% | +9.7% |
| YTD | +41.0% | +58.7% | -17.6% | +24.5% |
| 1Y | +19.6% | +0.1% | +19.5% | +17.0% |
| 3Y | +183.8% | -24.4% | +208.2% | +183.3% |
| All | +183.8% | -25.1% | +208.9% | +183.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling