+82.3%
INDA vs KMX
+11.6%
+70.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.4% | +0.7% |
| 7D | -2.7% | -3.1% | +0.4% | -2.2% |
| 30D | -2.8% | +4.4% | -7.2% | -3.5% |
| 3M | +1.6% | +18.9% | -17.3% | -1.7% |
| 6M | -1.4% | +44.3% | -45.7% | -8.3% |
| YTD | -10.1% | +58.7% | -68.8% | -18.1% |
| 1Y | -8.8% | +0.1% | -8.9% | -10.9% |
| 3Y | +7.6% | -24.4% | +32.0% | +8.0% |
| 5Y | +5.8% | -54.4% | +60.2% | +14.9% |
| All | +82.3% | +11.6% | +70.7% | +62.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling