+2,942.6%
ZBRA vs KMX
+448.1%
+2,494.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.1% |
| 7D | -1.8% | -1.9% | +0.1% | -1.4% |
| 30D | -8.8% | +2.6% | -11.4% | -9.3% |
| 3M | +47.2% | +25.6% | +21.7% | +39.8% |
| 6M | +61.3% | +41.9% | +19.4% | +48.5% |
| YTD | +42.0% | +56.0% | -14.0% | +27.5% |
| 1Y | +10.5% | -1.8% | +12.2% | +7.5% |
| 3Y | +34.5% | -25.7% | +60.2% | +37.3% |
| 5Y | -40.3% | -54.7% | +14.5% | -34.4% |
| 10Y | +421.5% | +9.2% | +412.4% | +381.4% |
| All | +2,942.6% | +448.1% | +2,494.5% | +1,657.4% |
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