+139.6%
VIAV vs KMX
-54.8%
+194.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +3.4% |
| 7D | +11.2% | -3.1% | +14.3% | +11.7% |
| 30D | -10.1% | +4.4% | -14.6% | -11.0% |
| 3M | -22.9% | +18.9% | -41.8% | -26.0% |
| 6M | +28.8% | +44.3% | -15.5% | +17.6% |
| YTD | +117.5% | +58.7% | +58.8% | +92.1% |
| 1Y | +216.1% | +0.1% | +216.0% | +209.0% |
| 3Y | +292.2% | -24.4% | +316.6% | +302.6% |
| All | +139.6% | -54.8% | +194.4% | +162.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling