-41.7%
INTU vs KMX
-52.4%
+10.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.3% | +0.2% | -3.0% |
| 7D | -7.5% | -0.7% | -6.8% | -7.4% |
| 30D | -1.9% | +4.1% | -6.1% | -3.0% |
| 3M | +4.9% | +27.5% | -22.7% | -2.2% |
| 6M | -33.2% | +43.6% | -76.8% | -40.3% |
| YTD | -51.4% | +56.8% | -108.2% | -58.0% |
| 1Y | -52.0% | -1.3% | -50.7% | -53.1% |
| 3Y | -40.7% | -25.4% | -15.3% | -38.9% |
| 5Y | -41.7% | -53.9% | +12.2% | -29.2% |
| All | -41.7% | -52.4% | +10.7% | -29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling