-68.8%
APTV vs KMX
-54.8%
-14.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.5% |
| 7D | -1.8% | -3.4% | +1.6% | -0.4% |
| 30D | -7.9% | +4.0% | -11.9% | -9.4% |
| 3M | -29.9% | +24.8% | -54.7% | -36.3% |
| 6M | -36.6% | +43.6% | -80.2% | -46.2% |
| YTD | -40.0% | +56.6% | -96.6% | -51.2% |
| 1Y | -44.0% | +2.2% | -46.3% | -47.1% |
| 3Y | -54.5% | -25.4% | -29.1% | -52.0% |
| 5Y | -68.8% | -55.0% | -13.8% | -61.8% |
| All | -68.8% | -54.8% | -14.0% | -61.8% |
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 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