+796.9%
INTC vs KMX
+450.6%
+346.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -4.3% | +13.3% | +10.0% |
| 7D | +17.4% | -0.7% | +18.1% | +17.5% |
| 30D | +2.8% | +4.1% | -1.3% | +1.7% |
| 3M | -5.3% | +27.5% | -32.8% | -10.6% |
| 6M | +140.6% | +43.6% | +97.0% | +120.5% |
| YTD | +183.1% | +56.8% | +126.4% | +154.8% |
| 1Y | +326.8% | -1.3% | +328.1% | +315.8% |
| 3Y | +179.4% | -25.4% | +204.8% | +184.8% |
| 5Y | +111.7% | -53.9% | +165.6% | +131.5% |
| 10Y | +253.8% | +0.7% | +253.2% | +220.1% |
| All | +796.9% | +450.6% | +346.3% | +385.6% |
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