+332.8%
AVAV vs KMX
-1.1%
+333.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | +9.9% | -2.3% | +12.1% | +10.7% |
| 30D | -5.4% | +6.3% | -11.7% | -7.0% |
| 3M | -36.5% | -7.4% | -29.2% | -35.6% |
| 6M | -25.3% | +37.9% | -63.2% | -32.5% |
| YTD | -48.6% | +39.5% | -88.0% | -53.9% |
| 1Y | -62.1% | +57.9% | -119.9% | -67.3% |
| 3Y | +2.3% | -15.0% | +17.3% | -0.8% |
| 5Y | +35.4% | -64.1% | +99.5% | +60.2% |
| All | +332.8% | -1.1% | +333.9% | +268.9% |
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