+232.7%
LITE vs KMX
+35.0%
+197.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.3% | -11.1% | -7.7% |
| 7D | -31.4% | +2.1% | -33.6% | -31.3% |
| 30D | -42.6% | +0.5% | -43.1% | -42.5% |
| 3M | -26.2% | -4.1% | -22.1% | -26.4% |
| 6M | -35.8% | +49.5% | -85.3% | -35.3% |
| YTD | +70.0% | +42.7% | +27.3% | +73.5% |
| 1Y | +232.7% | +35.3% | +197.4% | +240.1% |
| All | +232.7% | +35.0% | +197.8% | +240.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling