+9,929.9%
STX vs KMX
+445.8%
+9,484.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.5% |
| 7D | +14.6% | +3.4% | +11.2% | +13.4% |
| 30D | -26.0% | +6.8% | -32.8% | -27.9% |
| 3M | -42.6% | -11.4% | -31.2% | -40.8% |
| 6M | -35.3% | +43.6% | -78.8% | -43.8% |
| YTD | +92.5% | +37.7% | +54.7% | +65.5% |
| 1Y | +102.4% | +53.0% | +49.4% | +67.3% |
| 3Y | +673.8% | -16.3% | +690.1% | +644.9% |
| 5Y | +463.1% | -64.2% | +527.3% | +597.7% |
| 10Y | +2,014.6% | -2.8% | +2,017.4% | +1,539.0% |
| All | +9,929.9% | +445.8% | +9,484.0% | +3,035.8% |
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