-66.5%
STRL vs KMX
+33.8%
-100.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +5.1% | +9.9% | +13.7% |
| 7D | -13.3% | -4.1% | -9.3% | -12.7% |
| 30D | -43.3% | +2.9% | -46.2% | -44.1% |
| 3M | -46.9% | -7.0% | -39.9% | -46.5% |
| All | -66.5% | +33.8% | -100.4% | -75.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling