+205.1%
NBIX vs KMX
+11.6%
+193.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.5% |
| 7D | +0.4% | -3.1% | +3.5% | +0.9% |
| 30D | -0.2% | +4.4% | -4.6% | -1.1% |
| 3M | -4.0% | +18.9% | -22.9% | -7.6% |
| 6M | +20.6% | +44.3% | -23.7% | +11.0% |
| YTD | +10.1% | +58.7% | -48.5% | -0.8% |
| 1Y | +8.8% | +0.1% | +8.7% | +6.1% |
| 3Y | +42.5% | -24.4% | +66.9% | +43.7% |
| 5Y | +61.5% | -54.4% | +115.9% | +75.8% |
| All | +205.1% | +11.6% | +193.5% | +149.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling