+5.7%
AS vs KMX
+69.2%
-63.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -2.0% | -1.9% |
| 7D | +4.5% | +1.5% | +3.0% | +4.2% |
| 30D | +13.2% | +3.0% | +10.2% | +12.4% |
| 3M | -11.9% | -7.8% | -4.1% | -10.7% |
| 6M | -11.6% | +34.3% | -45.9% | -17.7% |
| YTD | -14.7% | +40.2% | -54.9% | -23.9% |
| 1Y | +5.7% | +63.0% | -57.3% | -8.8% |
| All | +5.7% | +69.2% | -63.5% | -8.8% |
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 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