+2,236.3%
VRTX vs KMX
+475.4%
+1,761.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.2% | -2.3% |
| 7D | +0.8% | +1.9% | -1.1% | +0.5% |
| 30D | +12.6% | +11.7% | +1.0% | +10.5% |
| 3M | +23.6% | +34.9% | -11.3% | +16.8% |
| 6M | +14.3% | +50.3% | -36.0% | +5.3% |
| YTD | +20.5% | +63.8% | -43.3% | +8.9% |
| 1Y | +37.6% | +3.8% | +33.7% | +32.7% |
| 3Y | +55.5% | -24.3% | +79.8% | +54.8% |
| 5Y | +175.7% | -50.2% | +226.0% | +185.2% |
| 10Y | +474.2% | +5.4% | +468.8% | +391.6% |
| All | +2,236.3% | +475.4% | +1,761.0% | +1,135.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling