+21.1%
NEE vs KMX
+5.0%
+16.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.8% | -0.8% |
| 7D | +1.9% | +1.9% | 0.0% | +1.9% |
| 30D | -2.2% | +11.7% | -13.8% | -2.2% |
| 3M | -1.2% | +34.9% | -36.1% | -1.3% |
| 6M | -8.6% | +50.3% | -58.8% | -8.7% |
| YTD | +6.2% | +63.8% | -57.6% | +6.0% |
| 1Y | +21.1% | +3.8% | +17.3% | +20.5% |
| All | +21.1% | +5.0% | +16.1% | +20.5% |
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