+16.4%
APH vs KMX
+35.0%
-18.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +3.3% | -9.4% | -6.4% |
| 7D | -2.4% | +2.1% | -4.5% | -2.6% |
| 30D | -9.5% | +0.5% | -10.0% | -9.6% |
| 3M | -7.6% | -4.1% | -3.5% | -7.3% |
| 6M | +12.4% | +49.5% | -37.1% | +7.0% |
| YTD | +17.5% | +42.7% | -25.2% | +11.7% |
| 1Y | +16.4% | +35.3% | -18.9% | +10.7% |
| All | +16.4% | +35.0% | -18.6% | +10.7% |
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