+25.0%
VRTX vs KMX
+56.1%
-31.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.7% |
| 7D | 0.0% | 0.0% | +0.1% | 0.0% |
| 30D | +11.8% | +3.5% | +8.3% | +11.8% |
| 3M | +3.2% | -10.4% | +13.7% | +3.6% |
| 6M | +21.0% | +37.6% | -16.6% | +19.1% |
| YTD | +19.7% | +36.1% | -16.4% | +16.1% |
| 1Y | +25.0% | +52.8% | -27.8% | +18.7% |
| All | +25.0% | +56.1% | -31.1% | +18.7% |
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 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