+65.9%
BLK vs KMX
-25.1%
+91.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.4% |
| 7D | -3.3% | -3.1% | -0.2% | -2.7% |
| 30D | -6.5% | +4.4% | -11.0% | -7.4% |
| 3M | +6.7% | +18.9% | -12.2% | +2.7% |
| 6M | +14.7% | +44.3% | -29.5% | +4.9% |
| YTD | +2.5% | +58.7% | -56.2% | -8.6% |
| 1Y | -2.8% | +0.1% | -2.9% | -4.1% |
| 3Y | +65.9% | -24.4% | +90.3% | +66.8% |
| All | +65.9% | -25.1% | +91.0% | +66.8% |
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