+5,214.8%
GRMN vs KMX
+3,130.4%
+2,084.4%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.8% | +0.6% |
| 7D | +0.2% | -0.7% | +0.9% | +0.3% |
| 30D | -11.3% | +4.1% | -15.4% | -12.3% |
| 3M | +17.7% | +27.5% | -9.8% | +9.8% |
| 6M | +14.2% | +43.6% | -29.4% | +2.4% |
| YTD | +37.0% | +56.8% | -19.7% | +19.8% |
| 1Y | +17.0% | -1.3% | +18.3% | +13.1% |
| 3Y | +183.2% | -25.4% | +208.6% | +187.1% |
| 5Y | +77.3% | -53.9% | +131.2% | +95.5% |
| 10Y | +630.9% | +0.7% | +630.2% | +523.2% |
| All | +5,214.8% | +3,130.4% | +2,084.4% | +2,308.1% |
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