-24.7%
STRL vs KMX
+69.2%
-93.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -19.8% | +1.5% | -21.3% | -20.0% |
| 30D | -43.6% | +3.0% | -46.6% | -44.1% |
| 3M | -45.2% | -7.8% | -37.4% | -44.6% |
| 6M | -65.7% | +34.3% | -100.1% | -68.2% |
| YTD | -5.4% | +40.2% | -45.7% | -12.4% |
| 1Y | -24.7% | +63.0% | -87.7% | -32.1% |
| All | -24.7% | +69.2% | -93.9% | -32.1% |
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