-44.0%
ACHR vs KMX
-54.8%
+10.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.1% |
| 7D | -5.4% | -3.4% | -2.0% | -3.9% |
| 30D | -19.7% | +4.0% | -23.8% | -21.4% |
| 3M | +7.9% | +24.8% | -16.9% | -4.9% |
| 6M | -13.8% | +43.6% | -57.4% | -30.6% |
| YTD | -27.5% | +56.6% | -84.2% | -44.9% |
| 1Y | -33.9% | +2.2% | -36.2% | -38.8% |
| 3Y | -20.0% | -25.4% | +5.5% | -13.8% |
| 5Y | -44.0% | -55.0% | +11.0% | -28.1% |
| All | -44.0% | -54.8% | +10.8% | -28.1% |
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