-54.4%
KMX vs SOXQ
+258.1%
-312.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | +0.6% |
| 7D | -3.1% | +0.8% | -3.9% | -3.5% |
| 30D | +4.4% | -4.6% | +9.0% | +6.3% |
| 3M | +18.9% | -10.2% | +29.1% | +22.4% |
| 6M | +44.3% | +49.7% | -5.4% | +13.9% |
| YTD | +58.7% | +67.2% | -8.6% | +18.0% |
| 1Y | +0.1% | +98.0% | -97.9% | -32.0% |
| 3Y | -24.4% | +237.2% | -261.6% | -64.7% |
| All | -54.4% | +258.1% | -312.5% | -80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 5y: compounded portfolio wealth divided by compounded SOXQ 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…
5y analysis · Full analysis span regression · 6 months rolling