-36.2%
WING vs KMX
-54.8%
+18.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.4% | -0.2% |
| 7D | +0.2% | -3.4% | +3.6% | +1.4% |
| 30D | -0.5% | +4.0% | -4.5% | -2.0% |
| 3M | -23.9% | +24.8% | -48.7% | -29.9% |
| 6M | -48.9% | +43.6% | -92.5% | -55.7% |
| YTD | -53.3% | +56.6% | -110.0% | -60.7% |
| 1Y | -60.3% | +2.2% | -62.6% | -62.2% |
| 3Y | -30.1% | -25.4% | -4.6% | -28.3% |
| 5Y | -36.2% | -55.0% | +18.8% | -27.5% |
| All | -36.2% | -54.8% | +18.6% | -27.5% |
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 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