+8,551.8%
WWD vs KMX
+475.4%
+8,076.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | 0.0% | +0.8% |
| 7D | +1.3% | +1.9% | -0.6% | +0.8% |
| 30D | -7.2% | +11.7% | -18.8% | -9.7% |
| 3M | -3.8% | +34.9% | -38.7% | -11.2% |
| 6M | -9.9% | +50.3% | -60.2% | -19.6% |
| YTD | +14.8% | +63.8% | -49.0% | -0.1% |
| 1Y | +42.1% | +3.8% | +38.2% | +35.1% |
| 3Y | +170.8% | -24.3% | +195.1% | +170.8% |
| 5Y | +197.5% | -50.2% | +247.7% | +217.5% |
| 10Y | +477.8% | +5.4% | +472.4% | +410.7% |
| All | +8,551.8% | +475.4% | +8,076.4% | +6,305.9% |
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