+60.2%
ROKU vs KMX
+5.0%
+55.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.8% | -1.8% |
| 7D | -1.3% | +1.9% | -3.2% | -1.5% |
| 30D | +5.9% | +11.7% | -5.8% | +4.6% |
| 3M | +23.9% | +34.9% | -11.0% | +19.4% |
| 6M | +59.6% | +50.3% | +9.3% | +50.0% |
| YTD | +43.4% | +63.8% | -20.4% | +34.0% |
| 1Y | +60.2% | +3.8% | +56.3% | +56.0% |
| All | +60.2% | +5.0% | +55.2% | +56.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling