+144.4%
ADI vs KMX
-14.8%
+159.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.2% | -4.0% | -3.1% |
| 7D | +9.5% | +3.4% | +6.1% | +8.5% |
| 30D | -1.4% | +6.8% | -8.2% | -3.3% |
| 3M | +4.7% | -11.4% | +16.1% | +7.6% |
| 6M | -7.4% | +43.6% | -51.0% | -17.7% |
| YTD | +48.1% | +37.7% | +10.3% | +30.8% |
| 1Y | +69.6% | +53.0% | +16.7% | +44.7% |
| 3Y | +144.4% | -16.3% | +160.7% | +159.7% |
| All | +144.4% | -14.8% | +159.1% | +159.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling