+16.4%
B vs KMX
+69.2%
-52.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.1% | -6.3% | -6.1% |
| 7D | +7.1% | +1.5% | +5.6% | +6.8% |
| 30D | -3.3% | +3.0% | -6.3% | -4.0% |
| 3M | -2.5% | -7.8% | +5.3% | -1.4% |
| 6M | -7.2% | +34.3% | -41.6% | -12.4% |
| YTD | -7.4% | +40.2% | -47.6% | -14.9% |
| 1Y | +16.4% | +63.0% | -46.5% | +4.1% |
| All | +16.4% | +69.2% | -52.7% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling