+415.3%
ASX vs KMX
-66.8%
+482.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.1% | +8.6% | +7.0% |
| 7D | -19.9% | -7.4% | -12.5% | -18.2% |
| 30D | -30.9% | -3.4% | -27.5% | -30.4% |
| 3M | -15.1% | -11.3% | -3.8% | -12.9% |
| 6M | -6.5% | +30.6% | -37.0% | -14.0% |
| YTD | +98.4% | +33.2% | +65.2% | +78.6% |
| 1Y | +107.9% | +66.7% | +41.2% | +75.1% |
| 3Y | +325.3% | -22.1% | +347.3% | +330.0% |
| All | +415.3% | -66.8% | +482.1% | +592.8% |
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