+8.8%
BR vs KMX
-54.8%
+63.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -6.0% | -3.4% | -2.6% | -5.4% |
| 30D | -0.9% | +4.0% | -4.9% | -1.5% |
| 3M | +16.4% | +24.8% | -8.4% | +11.5% |
| 6M | -8.2% | +43.6% | -51.8% | -14.8% |
| YTD | -23.2% | +56.6% | -79.8% | -30.3% |
| 1Y | -30.9% | +2.2% | -33.2% | -32.5% |
| 3Y | -5.0% | -25.4% | +20.5% | -3.0% |
| 5Y | +8.8% | -55.0% | +63.8% | +19.6% |
| All | +8.8% | -54.8% | +63.6% | +19.6% |
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