+1,292.8%
STX vs KMX
-22.2%
+1,315.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.0% | +5.3% | +6.2% |
| 7D | +2.4% | +1.9% | +0.5% | +2.0% |
| 30D | +1.4% | +11.7% | -10.3% | -0.5% |
| 3M | -8.2% | +34.9% | -43.1% | -13.3% |
| 6M | +127.0% | +50.3% | +76.8% | +108.4% |
| YTD | +209.1% | +63.8% | +145.4% | +177.4% |
| 1Y | +365.4% | +3.8% | +361.6% | +361.1% |
| All | +1,292.8% | -22.2% | +1,315.0% | +1,296.7% |
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