-39.6%
ZBRA vs KMX
-54.8%
+15.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.4% |
| 7D | -3.4% | -3.1% | -0.3% | -2.4% |
| 30D | -7.4% | +4.4% | -11.8% | -8.8% |
| 3M | +57.5% | +18.9% | +38.6% | +46.7% |
| 6M | +64.0% | +44.3% | +19.7% | +40.3% |
| YTD | +44.3% | +58.7% | -14.4% | +17.3% |
| 1Y | +10.9% | +0.1% | +10.8% | +6.0% |
| 3Y | +37.5% | -24.4% | +62.0% | +44.0% |
| All | -39.6% | -54.8% | +15.2% | -24.5% |
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