+18.9%
SWKS vs KMX
+35.0%
-16.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.3% | -6.2% | -3.3% |
| 7D | -4.9% | +2.1% | -7.1% | -5.2% |
| 30D | -1.2% | +0.5% | -1.7% | -1.4% |
| 3M | +24.2% | -4.1% | +28.3% | +24.2% |
| 6M | +21.5% | +49.5% | -28.0% | +14.4% |
| YTD | +33.5% | +42.7% | -9.2% | +24.4% |
| 1Y | +18.9% | +35.3% | -16.4% | +11.1% |
| All | +18.9% | +35.0% | -16.1% | +11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling