+355.9%
APH vs KMX
-50.1%
+406.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.2% | +0.6% |
| 7D | +5.0% | +1.9% | +3.1% | +4.5% |
| 30D | -3.9% | +11.7% | -15.6% | -6.2% |
| 3M | +13.0% | +34.9% | -21.9% | +5.4% |
| 6M | +25.2% | +50.3% | -25.1% | +13.2% |
| YTD | +22.9% | +63.8% | -40.9% | +8.4% |
| 1Y | +47.8% | +3.8% | +44.0% | +42.9% |
| 3Y | +283.0% | -24.3% | +307.3% | +291.8% |
| All | +355.9% | -50.1% | +406.0% | +406.6% |
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