+1,735.9%
BE vs KMX
-26.0%
+1,761.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.3% | +13.9% | +10.9% |
| 7D | +29.8% | -0.7% | +30.5% | +29.9% |
| 30D | +26.4% | +4.1% | +22.3% | +24.8% |
| 3M | +9.3% | +27.5% | -18.2% | +1.4% |
| 6M | +105.1% | +43.6% | +61.5% | +78.3% |
| YTD | +219.0% | +56.8% | +162.3% | +169.4% |
| 1Y | +418.8% | -1.3% | +420.1% | +415.1% |
| All | +1,735.9% | -26.0% | +1,761.9% | +1,737.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling