+2,771.1%
NOW vs KMX
+143.5%
+2,627.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.3% |
| 7D | -2.4% | +1.9% | -4.3% | -2.9% |
| 30D | +20.5% | +11.7% | +8.8% | +16.6% |
| 3M | +18.3% | +34.9% | -16.5% | +7.3% |
| 6M | +24.1% | +50.3% | -26.2% | +7.8% |
| YTD | -7.8% | +63.8% | -71.6% | -22.8% |
| 1Y | -21.4% | +3.8% | -25.2% | -25.7% |
| 3Y | +19.5% | -24.3% | +43.8% | +20.4% |
| 5Y | +4.1% | -50.2% | +54.3% | +15.9% |
| 10Y | +826.4% | +5.4% | +821.0% | +620.4% |
| All | +2,771.1% | +143.5% | +2,627.6% | +1,778.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling