+8,434.7%
SHOP vs KMX
-12.6%
+8,447.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.6% | -1.0% |
| 7D | -5.1% | +1.9% | -7.0% | -5.9% |
| 30D | +0.6% | +11.7% | -11.1% | -4.4% |
| 3M | +25.0% | +34.9% | -9.9% | +7.3% |
| 6M | +11.9% | +50.3% | -38.4% | -10.4% |
| YTD | -9.9% | +63.8% | -73.7% | -31.4% |
| 1Y | 0.0% | +3.8% | -3.9% | -8.1% |
| 3Y | +117.5% | -24.3% | +141.8% | +127.1% |
| 5Y | -6.6% | -50.2% | +43.6% | +16.0% |
| 10Y | +3,320.3% | +5.4% | +3,314.9% | +2,746.9% |
| All | +8,434.7% | -12.6% | +8,447.3% | +7,526.9% |
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