-65.8%
TEAM vs KMX
-64.1%
-1.6%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.1% | +2.8% |
| 7D | -19.7% | -2.3% | -17.5% | -18.9% |
| 30D | -26.6% | +6.3% | -32.9% | -28.8% |
| 3M | -1.1% | -7.4% | +6.3% | +1.1% |
| 6M | +74.6% | +37.9% | +36.7% | +48.0% |
| YTD | -6.0% | +39.5% | -45.4% | -23.3% |
| 1Y | -3.2% | +57.9% | -61.1% | -26.1% |
| 3Y | -13.5% | -15.0% | +1.4% | -18.2% |
| All | -65.8% | -64.1% | -1.6% | -40.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling