+901.5%
LITE vs KMX
-50.1%
+951.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.0% | +3.0% | +3.7% |
| 7D | -1.5% | +1.9% | -3.4% | -2.0% |
| 30D | +6.7% | +11.7% | -5.0% | +3.6% |
| 3M | -6.8% | +34.9% | -41.6% | -14.5% |
| 6M | +29.4% | +50.3% | -20.8% | +13.6% |
| YTD | +139.1% | +63.8% | +75.3% | +102.0% |
| 1Y | +521.0% | +3.8% | +517.2% | +494.1% |
| 3Y | +1,535.3% | -24.3% | +1,559.6% | +1,619.0% |
| All | +901.5% | -50.1% | +951.6% | +1,040.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling