+614.2%
TEAM vs KMX
-9.7%
+624.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.9% |
| 7D | -2.4% | +3.4% | -5.8% | -3.5% |
| 30D | -26.7% | +6.8% | -33.5% | -28.5% |
| 3M | -9.6% | -11.4% | +1.7% | -6.8% |
| 6M | +86.0% | +43.6% | +42.5% | +62.1% |
| YTD | -7.5% | +37.7% | -45.2% | -20.0% |
| 1Y | -1.4% | +53.0% | -54.3% | -18.0% |
| 3Y | -14.3% | -16.3% | +2.0% | -15.8% |
| 5Y | -66.3% | -64.2% | -2.1% | -59.0% |
| 10Y | +445.6% | -2.8% | +448.5% | +381.2% |
| All | +614.2% | -9.7% | +624.0% | +500.0% |
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