+54.5%
ADI vs KMX
+3.5%
+51.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.3% | +3.5% | +4.7% |
| 7D | +4.6% | -3.1% | +7.7% | +5.0% |
| 30D | -1.2% | +4.4% | -5.6% | -1.8% |
| 3M | -7.8% | +18.9% | -26.7% | -10.6% |
| 6M | +19.3% | +44.3% | -24.9% | +11.9% |
| YTD | +40.9% | +58.7% | -17.8% | +30.4% |
| 1Y | +54.5% | +0.1% | +54.4% | +44.7% |
| All | +54.5% | +3.5% | +51.0% | +44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling