+635.3%
STX vs KMX
-14.1%
+649.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -17.3% | +1.5% | -18.8% | -17.4% |
| 30D | -35.9% | +3.0% | -38.9% | -36.3% |
| 3M | -37.3% | -7.8% | -29.5% | -36.7% |
| 6M | -35.8% | +34.3% | -70.1% | -40.0% |
| YTD | +82.7% | +40.2% | +42.5% | +66.6% |
| 1Y | +71.6% | +63.0% | +8.7% | +51.0% |
| 3Y | +635.3% | -14.5% | +649.8% | +668.1% |
| All | +635.3% | -14.1% | +649.4% | +668.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling