+2.3%
TECH vs KMX
-25.6%
+27.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.3% | +4.1% | +1.3% |
| 7D | +0.2% | -0.7% | +0.9% | +0.4% |
| 30D | +0.1% | +4.1% | -4.0% | -1.4% |
| 3M | +37.5% | +27.5% | +10.0% | +25.6% |
| 6M | +34.6% | +43.6% | -9.0% | +16.5% |
| YTD | +23.5% | +56.8% | -33.3% | +3.5% |
| 1Y | +34.4% | -1.3% | +35.7% | +31.8% |
| 3Y | +2.3% | -25.4% | +27.7% | +1.0% |
| All | +2.3% | -25.6% | +27.8% | +1.0% |
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 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