-40.7%
INTU vs KMX
-25.6%
-15.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.3% | +0.2% | -3.6% |
| 7D | -7.5% | -0.7% | -6.8% | -7.5% |
| 30D | -1.9% | +4.1% | -6.1% | -2.4% |
| 3M | +4.9% | +27.5% | -22.7% | +1.6% |
| 6M | -33.2% | +43.6% | -76.8% | -36.4% |
| YTD | -51.4% | +56.8% | -108.2% | -54.5% |
| 1Y | -52.0% | -1.3% | -50.7% | -51.8% |
| 3Y | -40.7% | -25.4% | -15.3% | -40.1% |
| All | -40.7% | -25.6% | -15.1% | -40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling