+85.2%
AZO vs KMX
-54.8%
+140.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.3% |
| 7D | -3.6% | -3.1% | -0.5% | -3.2% |
| 30D | -5.6% | +4.4% | -10.0% | -6.1% |
| 3M | -6.6% | +18.9% | -25.6% | -8.9% |
| 6M | -22.5% | +44.3% | -66.8% | -26.6% |
| YTD | -15.2% | +58.7% | -73.9% | -21.0% |
| 1Y | -33.9% | +0.1% | -34.1% | -34.8% |
| 3Y | +11.8% | -24.4% | +36.2% | +12.9% |
| All | +85.2% | -54.8% | +140.0% | +109.9% |
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 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