+2,490.2%
NVDL vs KMX
-10.2%
+2,500.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.6% |
| 7D | -10.3% | -3.1% | -7.2% | -9.3% |
| 30D | -7.1% | +4.4% | -11.6% | -8.6% |
| 3M | +6.6% | +18.9% | -12.3% | -0.2% |
| 6M | +21.1% | +44.3% | -23.2% | +3.9% |
| YTD | +15.2% | +58.7% | -43.5% | -5.6% |
| 1Y | +18.8% | +0.1% | +18.7% | +15.2% |
| 3Y | +649.9% | -24.4% | +674.3% | +719.2% |
| All | +2,490.2% | -10.2% | +2,500.3% | +2,382.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling