+4,704.5%
SMTC vs KMX
+475.4%
+4,229.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.0% | +8.2% | +9.0% |
| 7D | +12.7% | +1.9% | +10.8% | +12.2% |
| 30D | +22.0% | +11.7% | +10.3% | +18.4% |
| 3M | -12.7% | +34.9% | -47.6% | -19.5% |
| 6M | +64.8% | +50.3% | +14.5% | +46.7% |
| YTD | +100.7% | +63.8% | +36.9% | +73.3% |
| 1Y | +146.9% | +3.8% | +143.1% | +134.0% |
| 3Y | +456.8% | -24.3% | +481.1% | +472.1% |
| 5Y | +89.2% | -50.2% | +139.5% | +109.5% |
| 10Y | +426.9% | +5.4% | +421.5% | +376.6% |
| All | +4,704.5% | +475.4% | +4,229.2% | +1,763.3% |
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