+635.2%
WING vs KMX
-26.6%
+661.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.3% | -0.5% |
| 7D | -2.5% | +3.4% | -5.9% | -3.5% |
| 30D | +29.5% | +6.8% | +22.7% | +26.7% |
| 3M | +40.2% | -11.4% | +51.5% | +46.0% |
| 6M | +32.7% | +43.6% | -10.9% | +16.6% |
| YTD | -32.8% | +37.7% | -70.5% | -40.7% |
| 1Y | -31.7% | +53.0% | -84.7% | -42.0% |
| 3Y | -24.7% | -16.3% | -8.4% | -26.0% |
| 5Y | -0.5% | -64.2% | +63.8% | +26.2% |
| 10Y | +647.5% | -2.8% | +650.3% | +503.5% |
| All | +635.2% | -26.6% | +661.9% | +555.3% |
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