+701.3%
BEN vs KMX
+475.4%
+225.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.3% |
| 7D | +0.2% | +1.9% | -1.7% | -0.2% |
| 30D | -0.5% | +11.7% | -12.2% | -3.3% |
| 3M | +9.7% | +34.9% | -25.2% | +1.2% |
| 6M | +33.9% | +50.3% | -16.4% | +19.3% |
| YTD | +49.0% | +63.8% | -14.8% | +29.3% |
| 1Y | +42.1% | +3.8% | +38.3% | +35.2% |
| 3Y | +51.9% | -24.3% | +76.2% | +53.6% |
| 5Y | +39.0% | -50.2% | +89.3% | +51.6% |
| 10Y | +57.9% | +5.4% | +52.5% | +40.2% |
| All | +701.3% | +475.4% | +225.9% | +425.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling