-25.4%
KMX vs PTEN
-3.4%
-22.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -3.4% | +2.8% | -6.2% | -4.0% |
| 30D | +4.0% | +17.6% | -13.5% | -0.2% |
| 3M | +24.8% | +8.2% | +16.6% | +21.2% |
| 6M | +43.6% | +38.1% | +5.5% | +28.0% |
| YTD | +56.6% | +117.3% | -60.7% | +21.6% |
| 1Y | +2.2% | +146.1% | -143.8% | -24.4% |
| All | -25.4% | -3.4% | -22.1% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 3y: compounded portfolio wealth divided by compounded PTEN 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…
3y analysis · Full analysis span regression · 6 months rolling