+107.5%
SOXX vs KMX
+3.5%
+104.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.5% | +1.7% |
| 7D | +1.4% | -3.1% | +4.5% | +1.9% |
| 30D | -3.6% | +4.4% | -8.0% | -4.3% |
| 3M | -10.2% | +18.9% | -29.1% | -13.2% |
| 6M | +54.2% | +44.3% | +10.0% | +43.4% |
| YTD | +75.2% | +58.7% | +16.5% | +61.2% |
| 1Y | +107.5% | +0.1% | +107.4% | +100.5% |
| All | +107.5% | +3.5% | +104.0% | +100.5% |
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