+1,320.0%
WMB vs KMX
+475.4%
+844.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.1% |
| 7D | +0.6% | +1.9% | -1.3% | +0.1% |
| 30D | +3.3% | +11.7% | -8.4% | +0.6% |
| 3M | +3.1% | +34.9% | -31.8% | -4.2% |
| 6M | -0.7% | +50.3% | -51.0% | -10.8% |
| YTD | +25.2% | +63.8% | -38.6% | +9.5% |
| 1Y | +32.9% | +3.8% | +29.0% | +26.4% |
| 3Y | +140.6% | -24.3% | +164.8% | +138.5% |
| 5Y | +273.5% | -50.2% | +323.7% | +290.1% |
| 10Y | +334.2% | +5.4% | +328.8% | +266.7% |
| All | +1,320.0% | +475.4% | +844.7% | +632.9% |
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