+9,423.5%
STX vs KMX
+455.8%
+8,967.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -17.3% | +1.5% | -18.8% | -17.5% |
| 30D | -35.9% | +3.0% | -38.9% | -36.8% |
| 3M | -37.3% | -7.8% | -29.5% | -36.1% |
| 6M | -35.8% | +34.3% | -70.1% | -43.1% |
| YTD | +82.7% | +40.2% | +42.5% | +56.2% |
| 1Y | +71.6% | +63.0% | +8.7% | +38.7% |
| 3Y | +635.3% | -14.5% | +649.8% | +602.9% |
| 5Y | +483.8% | -64.3% | +548.1% | +624.5% |
| 10Y | +1,967.8% | +2.8% | +1,965.0% | +1,470.6% |
| All | +9,423.5% | +455.8% | +8,967.7% | +2,860.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling