+3,622.7%
SMTC vs KMX
+383.8%
+3,238.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.3% | -4.4% |
| 7D | +11.0% | +3.4% | +7.6% | +10.2% |
| 30D | -28.5% | +6.8% | -35.3% | -30.1% |
| 3M | -14.2% | -11.4% | -2.8% | -12.3% |
| 6M | -18.0% | +43.6% | -61.6% | -26.4% |
| YTD | +55.5% | +37.7% | +17.8% | +39.2% |
| 1Y | +69.5% | +53.0% | +16.6% | +47.3% |
| 3Y | +699.7% | -16.3% | +716.0% | +695.2% |
| 5Y | +27.4% | -64.2% | +91.6% | +52.7% |
| 10Y | +335.7% | -2.8% | +338.6% | +301.0% |
| All | +3,622.7% | +383.8% | +3,238.9% | +1,396.9% |
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