+368.6%
ASX vs KMX
-14.8%
+383.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.3% | -2.3% |
| 7D | +12.4% | +3.4% | +9.0% | +11.7% |
| 30D | -19.8% | +6.8% | -26.6% | -20.9% |
| 3M | -10.3% | -11.4% | +1.1% | -8.3% |
| 6M | +1.2% | +43.6% | -42.3% | -7.3% |
| YTD | +123.0% | +37.7% | +85.3% | +102.9% |
| 1Y | +145.4% | +53.0% | +92.5% | +117.5% |
| 3Y | +368.6% | -16.3% | +384.9% | +383.5% |
| All | +368.6% | -14.8% | +383.4% | +383.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling