+8,244.5%
INTU vs KMX
+392.6%
+7,851.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.5% | +0.6% |
| 7D | -1.2% | +1.5% | -2.8% | -1.6% |
| 30D | +12.4% | +3.0% | +9.4% | +11.7% |
| 3M | +2.3% | -7.8% | +10.1% | +3.6% |
| 6M | -13.3% | +34.3% | -47.6% | -19.0% |
| YTD | -47.9% | +40.2% | -88.1% | -52.2% |
| 1Y | -47.2% | +63.0% | -110.1% | -53.1% |
| 3Y | -33.9% | -14.5% | -19.4% | -35.5% |
| 5Y | -41.3% | -64.3% | +23.0% | -33.4% |
| 10Y | +237.9% | +2.8% | +235.1% | +206.3% |
| All | +8,244.5% | +392.6% | +7,851.9% | +4,224.1% |
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 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