+81.0%
LTH vs KMX
+35.0%
+46.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.3% | +3.0% | +5.7% |
| 7D | +9.9% | +2.1% | +7.7% | +9.3% |
| 30D | +18.3% | +0.5% | +17.8% | +18.0% |
| 3M | +5.9% | -4.1% | +10.1% | +6.5% |
| 6M | +80.3% | +49.5% | +30.8% | +64.6% |
| YTD | +78.3% | +42.7% | +35.6% | +63.1% |
| 1Y | +81.0% | +35.3% | +45.7% | +65.7% |
| All | +81.0% | +35.0% | +46.0% | +65.7% |
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 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