+1,227.8%
BE vs KMX
-54.2%
+1,282.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.7% |
| 7D | +23.9% | -1.9% | +25.8% | +24.8% |
| 30D | +27.8% | +2.6% | +25.3% | +26.3% |
| 3M | +3.7% | +25.6% | -21.9% | -6.8% |
| 6M | +78.0% | +41.9% | +36.1% | +46.1% |
| YTD | +209.9% | +56.0% | +153.9% | +142.6% |
| 1Y | +389.6% | -1.8% | +391.4% | +364.9% |
| 3Y | +1,730.6% | -25.7% | +1,756.3% | +1,841.0% |
| 5Y | +1,227.8% | -54.7% | +1,282.6% | +1,595.3% |
| All | +1,227.8% | -54.2% | +1,282.0% | +1,595.3% |
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