+131.1%
ADI vs KMX
-54.8%
+185.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.2% |
| 7D | +1.3% | -3.4% | +4.7% | +2.3% |
| 30D | -6.0% | +4.0% | -10.0% | -7.1% |
| 3M | -7.7% | +24.8% | -32.5% | -14.0% |
| 6M | +14.0% | +43.6% | -29.6% | +0.9% |
| YTD | +34.4% | +56.6% | -22.2% | +15.3% |
| 1Y | +48.0% | +2.2% | +45.7% | +41.8% |
| 3Y | +113.3% | -25.4% | +138.8% | +121.7% |
| 5Y | +131.1% | -55.0% | +186.1% | +170.8% |
| All | +131.1% | -54.8% | +185.9% | +170.8% |
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