+157.8%
SMTC vs KMX
-0.2%
+158.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.0% |
| 7D | +17.5% | -3.4% | +20.9% | +17.7% |
| 30D | +21.3% | +4.0% | +17.3% | +20.9% |
| 3M | +3.1% | +24.8% | -21.6% | +1.6% |
| 6M | +81.7% | +43.6% | +38.1% | +78.6% |
| YTD | +115.9% | +56.6% | +59.3% | +114.7% |
| 1Y | +157.8% | +2.2% | +155.6% | +140.6% |
| All | +157.8% | -0.2% | +158.0% | +140.6% |
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