+47,659.6%
APH vs KMX
+475.4%
+47,184.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.2% | +0.7% |
| 7D | +5.0% | +1.9% | +3.1% | +4.5% |
| 30D | -3.9% | +11.7% | -15.6% | -6.1% |
| 3M | +13.0% | +34.9% | -21.9% | +5.6% |
| 6M | +25.2% | +50.3% | -25.1% | +13.8% |
| YTD | +22.9% | +63.8% | -40.9% | +9.2% |
| 1Y | +47.8% | +3.8% | +44.0% | +41.8% |
| 3Y | +283.0% | -24.3% | +307.3% | +284.2% |
| 5Y | +349.7% | -50.2% | +399.9% | +377.3% |
| 10Y | +1,061.2% | +5.4% | +1,055.8% | +925.8% |
| All | +47,659.6% | +475.4% | +47,184.3% | +26,324.7% |
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