+35.3%
KMX vs ZYBT
-42.3%
+77.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.2% | +1.1% | +3.3% |
| 7D | +2.1% | -3.5% | +5.7% | +2.1% |
| 30D | +0.5% | +15.1% | -14.6% | +0.6% |
| 3M | -4.1% | +7.0% | -11.2% | -4.0% |
| 6M | +49.5% | +37.7% | +11.8% | +55.4% |
| YTD | +42.7% | +19.1% | +23.6% | +48.6% |
| 1Y | +35.3% | -38.3% | +73.6% | +45.5% |
| All | +35.3% | -42.3% | +77.6% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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