+3.2%
AVTR vs KMX
-16.0%
+19.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.5% | -1.8% |
| 7D | +2.7% | +1.9% | +0.8% | +2.1% |
| 30D | +12.1% | +11.7% | +0.4% | +8.0% |
| 3M | +57.2% | +34.9% | +22.4% | +41.5% |
| 6M | +73.1% | +50.3% | +22.8% | +49.1% |
| YTD | +30.6% | +63.8% | -33.2% | +8.9% |
| 1Y | +13.5% | +3.8% | +9.7% | +8.0% |
| 3Y | -31.0% | -24.3% | -6.7% | -29.2% |
| 5Y | -63.2% | -50.2% | -13.0% | -58.8% |
| All | +3.2% | -16.0% | +19.3% | -5.0% |
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