+5,354.4%
TECH vs KMX
+475.4%
+4,879.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.1% | -0.2% |
| 7D | +0.1% | +1.9% | -1.8% | -0.2% |
| 30D | +0.7% | +11.7% | -11.0% | -1.1% |
| 3M | +36.3% | +34.9% | +1.5% | +29.8% |
| 6M | +25.6% | +50.3% | -24.7% | +17.0% |
| YTD | +23.7% | +63.8% | -40.1% | +13.7% |
| 1Y | +37.6% | +3.8% | +33.8% | +34.4% |
| 3Y | -6.6% | -24.3% | +17.7% | -5.0% |
| 5Y | -42.2% | -50.2% | +8.0% | -38.9% |
| 10Y | +187.6% | +5.4% | +182.2% | +168.6% |
| All | +5,354.4% | +475.4% | +4,879.0% | +3,659.5% |
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