+1,041.3%
APH vs KMX
+0.4%
+1,040.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.3% | +3.1% | -0.1% |
| 7D | +0.2% | -0.7% | +0.9% | +0.4% |
| 30D | -3.3% | +4.1% | -7.5% | -4.5% |
| 3M | +14.0% | +27.5% | -13.5% | +6.1% |
| 6M | +24.4% | +43.6% | -19.1% | +11.2% |
| YTD | +21.4% | +56.8% | -35.3% | +5.1% |
| 1Y | +48.9% | -1.3% | +50.3% | +43.7% |
| 3Y | +290.1% | -25.4% | +315.5% | +295.7% |
| 5Y | +352.8% | -53.9% | +406.7% | +410.9% |
| 10Y | +1,041.3% | +0.7% | +1,040.6% | +904.8% |
| All | +1,041.3% | +0.4% | +1,040.8% | +904.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling