+3,552.3%
ASX vs KMX
+2,712.9%
+839.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.1% |
| 3M | -1.3% | +34.9% | -36.2% | -9.5% |
| 6M | +71.4% | +50.3% | +21.2% | +51.3% |
| YTD | +135.3% | +63.8% | +71.5% | +101.4% |
| 1Y | +267.5% | +3.8% | +263.6% | +248.8% |
| 3Y | +388.5% | -24.3% | +412.8% | +393.3% |
| 5Y | +417.1% | -50.2% | +467.3% | +463.2% |
| 10Y | +872.7% | +5.4% | +867.4% | +709.9% |
| All | +3,552.3% | +2,712.9% | +839.4% | +1,114.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling