+2,159.5%
WDC vs KMX
+475.4%
+1,684.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.0% | +4.8% | +5.6% |
| 7D | +1.7% | +1.9% | -0.2% | +1.2% |
| 30D | -10.0% | +11.7% | -21.6% | -12.9% |
| 3M | -18.8% | +34.9% | -53.6% | -25.9% |
| 6M | +79.0% | +50.3% | +28.8% | +56.8% |
| YTD | +171.6% | +63.8% | +107.8% | +130.7% |
| 1Y | +417.4% | +3.8% | +413.5% | +387.9% |
| 3Y | +1,251.8% | -24.3% | +1,276.1% | +1,260.4% |
| 5Y | +911.7% | -50.2% | +961.9% | +1,007.0% |
| 10Y | +1,399.6% | +5.4% | +1,394.3% | +1,215.4% |
| All | +2,159.5% | +475.4% | +1,684.2% | +1,238.1% |
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