+3,976.2%
NUE vs KMX
+450.6%
+3,525.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.3% | +2.5% | -0.8% |
| 7D | +1.8% | -0.7% | +2.5% | +1.9% |
| 30D | -6.0% | +4.1% | -10.1% | -7.0% |
| 3M | +1.4% | +27.5% | -26.1% | -4.8% |
| 6M | +52.8% | +43.6% | +9.3% | +38.4% |
| YTD | +58.1% | +56.8% | +1.4% | +39.6% |
| 1Y | +80.4% | -1.3% | +81.7% | +74.4% |
| 3Y | +62.3% | -25.4% | +87.7% | +64.5% |
| 5Y | +146.2% | -53.9% | +200.1% | +169.7% |
| 10Y | +549.5% | +0.7% | +548.8% | +483.6% |
| All | +3,976.2% | +450.6% | +3,525.6% | +2,435.9% |
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