+221.9%
VIK vs KMX
-10.9%
+232.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.4% |
| 7D | -1.8% | -3.4% | +1.5% | -0.9% |
| 30D | -17.3% | +4.0% | -21.3% | -18.4% |
| 3M | -5.1% | +24.8% | -29.8% | -12.0% |
| 6M | +16.2% | +43.6% | -27.4% | +1.5% |
| YTD | +17.6% | +56.6% | -39.0% | -0.9% |
| 1Y | +33.5% | +2.2% | +31.3% | +30.0% |
| All | +221.9% | -10.9% | +232.7% | +249.2% |
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