+209.1%
INTU vs KMX
+10.2%
+198.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -9.2% | -3.4% | -5.8% | -8.3% |
| 30D | -7.0% | +4.0% | -11.1% | -8.1% |
| 3M | +10.5% | +24.8% | -14.3% | +3.1% |
| 6M | -30.6% | +43.6% | -74.2% | -38.7% |
| YTD | -52.3% | +56.6% | -109.0% | -59.3% |
| 1Y | -51.8% | +2.2% | -54.1% | -54.2% |
| 3Y | -41.8% | -25.4% | -16.4% | -41.2% |
| 5Y | -42.8% | -55.0% | +12.2% | -34.1% |
| All | +209.1% | +10.2% | +198.9% | +158.6% |
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 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