+54.4%
BEN vs KMX
-26.3%
+80.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.4% |
| 7D | +3.4% | -1.9% | +5.2% | +3.8% |
| 30D | +1.8% | +2.6% | -0.8% | +1.2% |
| 3M | +8.4% | +25.6% | -17.2% | +2.2% |
| 6M | +35.6% | +41.9% | -6.2% | +22.9% |
| YTD | +46.4% | +56.0% | -9.7% | +28.8% |
| 1Y | +46.3% | -1.8% | +48.1% | +46.4% |
| All | +54.4% | -26.3% | +80.8% | +52.8% |
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