+5,382.3%
TECH vs KMX
+389.9%
+4,992.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.1% |
| 7D | +0.1% | -2.3% | +2.4% | +0.4% |
| 30D | +0.3% | +6.3% | -6.0% | -0.8% |
| 3M | +1.0% | -7.4% | +8.4% | +1.8% |
| 6M | +54.0% | +37.9% | +16.1% | +45.6% |
| YTD | +24.3% | +39.5% | -15.1% | +16.8% |
| 1Y | +23.7% | +57.9% | -34.1% | +13.9% |
| 3Y | +28.5% | -15.0% | +43.4% | +28.6% |
| 5Y | -41.2% | -64.1% | +22.9% | -35.0% |
| 10Y | +189.2% | -1.6% | +190.8% | +173.2% |
| All | +5,382.3% | +389.9% | +4,992.4% | +3,762.6% |
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