+1,817.6%
SMH vs KMX
+11.6%
+1,806.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.0% |
| 7D | +0.3% | -3.1% | +3.4% | +1.2% |
| 30D | -2.8% | +4.4% | -7.2% | -4.3% |
| 3M | -6.7% | +18.9% | -25.6% | -12.5% |
| 6M | +41.8% | +44.3% | -2.5% | +23.4% |
| YTD | +57.9% | +58.7% | -0.8% | +32.1% |
| 1Y | +87.6% | +0.1% | +87.5% | +79.2% |
| 3Y | +282.9% | -24.4% | +307.4% | +290.1% |
| 5Y | +330.4% | -54.4% | +384.8% | +402.6% |
| All | +1,817.6% | +11.6% | +1,806.0% | +1,541.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling