+72.2%
SMTC vs KMX
+35.0%
+37.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.3% | -16.2% | -13.0% |
| 7D | -24.5% | +2.1% | -26.6% | -24.5% |
| 30D | -42.5% | +0.5% | -43.0% | -42.3% |
| 3M | -14.1% | -4.1% | -10.0% | -14.0% |
| 6M | +3.6% | +49.5% | -45.9% | +0.8% |
| YTD | +50.6% | +42.7% | +7.9% | +49.5% |
| 1Y | +72.2% | +35.3% | +36.9% | +70.9% |
| All | +72.2% | +35.0% | +37.3% | +70.9% |
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 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