+35.0%
ZBRA vs KMX
-26.1%
+61.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -3.8% | -3.4% | -0.4% | -2.9% |
| 30D | -10.2% | +4.0% | -14.2% | -11.2% |
| 3M | +58.7% | +24.8% | +33.9% | +47.4% |
| 6M | +61.9% | +43.6% | +18.3% | +42.0% |
| YTD | +41.7% | +56.6% | -15.0% | +18.7% |
| 1Y | +12.4% | +2.2% | +10.1% | +9.2% |
| All | +35.0% | -26.1% | +61.1% | +34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling