+35.3%
KMX vs FGI
+38.7%
-3.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.0% | +8.3% | +3.3% |
| 7D | +2.1% | +3.3% | -1.2% | +2.1% |
| 30D | +0.5% | -2.0% | +2.6% | +0.5% |
| 3M | -4.1% | +60.3% | -64.4% | -4.7% |
| 6M | +49.5% | +0.7% | +48.8% | +47.2% |
| YTD | +42.7% | +30.2% | +12.5% | +44.8% |
| 1Y | +35.3% | +44.4% | -9.0% | +29.9% |
| All | +35.3% | +38.7% | -3.4% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling