+722.5%
INTC vs KMX
+475.4%
+247.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.3% |
| 7D | +7.1% | +1.9% | +5.2% | +6.7% |
| 30D | -5.2% | +11.7% | -16.9% | -7.5% |
| 3M | -14.3% | +34.9% | -49.2% | -20.0% |
| 6M | +110.2% | +50.3% | +59.9% | +90.9% |
| YTD | +159.6% | +63.8% | +95.8% | +131.7% |
| 1Y | +289.3% | +3.8% | +285.4% | +275.5% |
| 3Y | +166.1% | -24.3% | +190.3% | +170.5% |
| 5Y | +94.4% | -50.2% | +144.6% | +109.3% |
| 10Y | +227.7% | +5.4% | +222.3% | +193.9% |
| All | +722.5% | +475.4% | +247.1% | +341.6% |
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