+1,022.8%
NBIS vs KMX
-17.5%
+1,040.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -2.0% |
| 7D | -0.8% | -3.1% | +2.3% | +0.1% |
| 30D | -13.4% | +4.4% | -17.8% | -14.9% |
| 3M | +1.0% | +18.9% | -17.9% | -5.8% |
| 6M | +100.5% | +44.3% | +56.2% | +70.6% |
| YTD | +168.3% | +58.7% | +109.6% | +118.2% |
| 1Y | +151.8% | +0.1% | +151.7% | +154.5% |
| All | +1,022.8% | -17.5% | +1,040.3% | +1,128.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling