+176.5%
NXT vs KMX
-14.8%
+191.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.2% |
| 7D | -9.4% | +3.4% | -12.8% | -10.2% |
| 30D | +15.1% | +6.8% | +8.3% | +12.8% |
| 3M | -9.1% | -11.4% | +2.3% | -6.6% |
| 6M | -30.3% | +43.6% | -73.9% | -37.6% |
| YTD | +9.1% | +37.7% | -28.6% | -3.2% |
| 1Y | +7.9% | +53.0% | -45.1% | -7.6% |
| 3Y | +176.5% | -16.3% | +192.8% | +160.4% |
| All | +176.5% | -14.8% | +191.3% | +160.4% |
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 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