+87.9%
TRGP vs KMX
+35.0%
+52.9%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.3% | -7.8% | -4.4% |
| 7D | -6.5% | +2.1% | -8.6% | -6.3% |
| 30D | -0.4% | +0.5% | -0.9% | -0.3% |
| 3M | +8.8% | -4.1% | +12.9% | +8.8% |
| 6M | +11.0% | +49.5% | -38.5% | +12.1% |
| YTD | +57.4% | +42.7% | +14.7% | +61.3% |
| 1Y | +87.9% | +35.3% | +52.5% | +92.8% |
| All | +87.9% | +35.0% | +52.9% | +92.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling