+3,558.7%
LIN vs KMX
+368.0%
+3,190.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.8% |
| 7D | +0.2% | -7.4% | +7.6% | +1.5% |
| 30D | +6.5% | -3.4% | +9.8% | +6.9% |
| 3M | +5.5% | -11.3% | +16.8% | +7.3% |
| 6M | +3.3% | +30.6% | -27.2% | -2.2% |
| YTD | +22.0% | +33.2% | -11.2% | +14.0% |
| 1Y | +25.7% | +66.7% | -41.0% | +12.8% |
| 3Y | +36.2% | -22.1% | +58.3% | +35.2% |
| 5Y | +66.1% | -66.7% | +132.8% | +85.4% |
| 10Y | +431.0% | +1.9% | +429.0% | +373.3% |
| All | +3,558.7% | +368.0% | +3,190.7% | +2,161.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 all: compounded portfolio wealth divided by compounded KMX 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…
all analysis · Full analysis span regression · 6 months rolling