+37.9%
NTR vs KMX
-25.1%
+63.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.5% |
| 7D | -1.3% | -3.1% | +1.8% | -1.0% |
| 30D | +16.8% | +4.4% | +12.3% | +16.3% |
| 3M | +20.7% | +18.9% | +1.8% | +18.7% |
| 6M | +0.5% | +44.3% | -43.7% | -3.3% |
| YTD | +29.2% | +58.7% | -29.5% | +22.7% |
| 1Y | +39.6% | +0.1% | +39.5% | +40.5% |
| 3Y | +37.9% | -24.4% | +62.3% | +35.0% |
| All | +37.9% | -25.1% | +63.0% | +35.0% |
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 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