-12.9%
TEAM vs KMX
-13.7%
+0.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.1% | +2.7% |
| 7D | -19.7% | -2.3% | -17.5% | -19.3% |
| 30D | -26.6% | +6.3% | -32.9% | -27.9% |
| 3M | -1.1% | -7.4% | +6.3% | +0.2% |
| 6M | +74.6% | +37.9% | +36.7% | +58.3% |
| YTD | -6.0% | +39.5% | -45.4% | -16.8% |
| 1Y | -3.2% | +57.9% | -61.1% | -18.0% |
| All | -12.9% | -13.7% | +0.8% | -12.7% |
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