+36.0%
VIK vs KMX
+5.0%
+31.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.8% | +0.1% |
| 7D | -3.0% | +1.9% | -4.9% | -3.3% |
| 30D | -20.7% | +11.7% | -32.4% | -22.2% |
| 3M | -4.6% | +34.9% | -39.5% | -9.8% |
| 6M | +14.0% | +50.3% | -36.3% | +4.3% |
| YTD | +20.2% | +63.8% | -43.6% | +8.8% |
| 1Y | +36.0% | +3.8% | +32.2% | +24.5% |
| All | +36.0% | +5.0% | +31.0% | +24.5% |
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 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