+343.3%
AHR vs KMX
-15.4%
+358.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.0% |
| 7D | -2.1% | -3.1% | +1.0% | -1.9% |
| 30D | +1.9% | +4.4% | -2.6% | +1.6% |
| 3M | +15.7% | +18.9% | -3.2% | +14.5% |
| 6M | +2.5% | +44.3% | -41.8% | +0.1% |
| YTD | +15.0% | +58.7% | -43.7% | +11.0% |
| 1Y | +28.1% | +0.1% | +28.0% | +30.8% |
| All | +343.3% | -15.4% | +358.7% | +373.7% |
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 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