+842.6%
ASX vs KMX
+13.6%
+829.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.1% | +3.5% | +7.2% |
| 7D | -12.3% | -4.1% | -8.2% | -11.1% |
| 30D | -26.0% | +2.9% | -28.8% | -26.7% |
| 3M | -8.1% | -7.0% | -1.1% | -6.8% |
| 6M | +1.4% | +34.1% | -32.7% | -7.6% |
| YTD | +115.6% | +40.0% | +75.5% | +91.1% |
| 1Y | +128.0% | +67.2% | +60.8% | +91.6% |
| 3Y | +371.4% | -13.4% | +384.8% | +359.8% |
| 5Y | +469.4% | -65.1% | +534.5% | +595.6% |
| 10Y | +842.6% | +6.9% | +835.8% | +840.9% |
| All | +842.6% | +13.6% | +829.1% | +840.9% |
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