+27.3%
BAC vs KMX
-1.2%
+28.4%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | +0.6% | -1.9% | +2.5% | +0.7% |
| 30D | -1.4% | +2.6% | -3.9% | -1.5% |
| 3M | +15.7% | +25.6% | -9.8% | +14.0% |
| 6M | +32.2% | +41.9% | -9.7% | +28.7% |
| YTD | +15.8% | +56.0% | -40.3% | +12.7% |
| 1Y | +27.3% | -1.8% | +29.0% | +23.7% |
| All | +27.3% | -1.2% | +28.4% | +23.7% |
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