+4,189.5%
ADI vs KMX
+450.6%
+3,738.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.3% | +4.6% | +1.3% |
| 7D | +2.4% | -0.7% | +3.2% | +2.6% |
| 30D | -6.6% | +4.1% | -10.7% | -7.6% |
| 3M | -9.8% | +27.5% | -37.3% | -15.4% |
| 6M | +15.7% | +43.6% | -27.9% | +4.6% |
| YTD | +35.1% | +56.8% | -21.6% | +19.2% |
| 1Y | +47.7% | -1.3% | +49.0% | +43.0% |
| 3Y | +114.5% | -25.4% | +139.8% | +118.5% |
| 5Y | +141.2% | -53.9% | +195.1% | +166.2% |
| 10Y | +611.3% | +0.7% | +610.7% | +534.4% |
| All | +4,189.5% | +450.6% | +3,738.9% | +1,930.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling