+802.8%
TEAM vs KMX
+7.4%
+795.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.7% | -2.9% |
| 7D | -0.4% | +1.9% | -2.3% | -1.0% |
| 30D | +67.3% | +11.7% | +55.6% | +61.4% |
| 3M | +86.8% | +34.9% | +51.9% | +67.7% |
| 6M | +146.8% | +50.3% | +96.6% | +111.4% |
| YTD | +16.9% | +63.8% | -46.9% | -3.6% |
| 1Y | +12.8% | +3.8% | +9.0% | +6.1% |
| 3Y | -7.3% | -24.3% | +17.0% | -5.1% |
| 5Y | -50.7% | -50.2% | -0.5% | -44.9% |
| 10Y | +529.8% | +5.4% | +524.5% | +443.8% |
| All | +802.8% | +7.4% | +795.4% | +622.7% |
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 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