+52.8%
KMX vs FGI
+51.2%
+1.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +6.2% | -8.6% | -2.5% |
| 7D | 0.0% | +13.5% | -13.5% | -0.1% |
| 30D | +3.5% | +17.1% | -13.6% | +3.4% |
| 3M | -10.4% | +78.0% | -88.5% | -10.9% |
| 6M | +37.6% | +46.4% | -8.8% | +36.3% |
| YTD | +36.1% | +47.7% | -11.6% | +38.8% |
| 1Y | +52.8% | +56.8% | -4.0% | +55.1% |
| All | +52.8% | +51.2% | +1.6% | +55.1% |
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