+398.3%
CAH vs KMX
-54.8%
+453.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.0% | -1.7% |
| 7D | -5.1% | -3.4% | -1.7% | -4.8% |
| 30D | -1.8% | +4.0% | -5.8% | -2.0% |
| 3M | +9.4% | +24.8% | -15.4% | +7.5% |
| 6M | +9.2% | +43.6% | -34.4% | +6.0% |
| YTD | +15.7% | +56.6% | -41.0% | +11.1% |
| 1Y | +59.7% | +2.2% | +57.5% | +58.7% |
| 3Y | +178.5% | -25.4% | +203.9% | +182.1% |
| 5Y | +398.3% | -55.0% | +453.3% | +433.8% |
| All | +398.3% | -54.8% | +453.1% | +433.8% |
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 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