+52.5%
SOXX vs KMX
+35.0%
+17.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.3% | -6.4% | -3.6% |
| 7D | -13.7% | +2.1% | -15.8% | -14.0% |
| 30D | -23.6% | +0.5% | -24.1% | -23.8% |
| 3M | -16.9% | -4.1% | -12.8% | -16.7% |
| 6M | -2.4% | +49.5% | -51.9% | -9.3% |
| YTD | +49.8% | +42.7% | +7.1% | +39.2% |
| 1Y | +52.5% | +35.3% | +17.2% | +41.8% |
| All | +52.5% | +35.0% | +17.5% | +41.8% |
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