+432.3%
ASX vs KMX
-50.1%
+482.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | -0.7% | +1.9% | -2.6% | -1.2% |
| 30D | +2.0% | +11.7% | -9.7% | -0.9% |
| 3M | -1.3% | +34.9% | -36.2% | -9.1% |
| 6M | +71.4% | +50.3% | +21.2% | +52.3% |
| YTD | +135.3% | +63.8% | +71.5% | +102.8% |
| 1Y | +267.5% | +3.8% | +263.6% | +253.1% |
| 3Y | +388.5% | -24.3% | +412.8% | +402.8% |
| All | +432.3% | -50.1% | +482.4% | +484.4% |
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