+256.5%
KMX price history and return analytics
+356.5%
-100.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.5% |
| 7D | +3.4% | +2.4% | +1.0% | +0.7% |
| 30D | +6.8% | -1.5% | +8.3% | +8.7% |
| 3M | -11.4% | -4.1% | -7.3% | -7.1% |
| 6M | +43.6% | +0.6% | +43.0% | +42.6% |
| YTD | +37.7% | +11.0% | +26.7% | +22.1% |
| 1Y | +53.0% | +13.3% | +39.6% | +32.6% |
| 3Y | -16.3% | +73.4% | -89.7% | -54.2% |
| 5Y | -64.2% | +57.4% | -121.7% | -77.7% |
| 10Y | -2.8% | +221.7% | -224.6% | -71.2% |
| All | +256.5% | +356.5% | -100.0% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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