+8,237.9%
INTU vs KMX
+378.0%
+7,859.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.2% |
| 7D | -4.1% | 0.0% | -4.1% | -4.2% |
| 30D | +12.8% | +3.5% | +9.4% | +12.0% |
| 3M | +2.1% | -10.4% | +12.5% | +4.1% |
| 6M | -11.5% | +37.6% | -49.1% | -17.7% |
| YTD | -47.9% | +36.1% | -84.0% | -52.0% |
| 1Y | -47.7% | +52.8% | -100.4% | -52.9% |
| 3Y | -34.0% | -17.0% | -16.9% | -35.1% |
| 5Y | -43.5% | -64.7% | +21.1% | -35.8% |
| 10Y | +231.1% | -4.0% | +235.1% | +203.8% |
| All | +8,237.9% | +378.0% | +7,859.9% | +4,245.9% |
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