+12.8%
TEAM vs KMX
+5.0%
+7.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.7% | -2.7% |
| 7D | -0.4% | +1.9% | -2.3% | -0.6% |
| 30D | +67.3% | +11.7% | +55.6% | +65.7% |
| 3M | +86.8% | +34.9% | +51.9% | +81.4% |
| 6M | +146.8% | +50.3% | +96.6% | +137.2% |
| YTD | +16.9% | +63.8% | -46.9% | +10.6% |
| 1Y | +12.8% | +3.8% | +9.0% | +8.2% |
| All | +12.8% | +5.0% | +7.8% | +8.2% |
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