-45.6%
CHTR vs KMX
+35.0%
-80.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.3% | +2.4% | +5.0% |
| 7D | +14.1% | +2.1% | +12.0% | +13.6% |
| 30D | +11.6% | +0.5% | +11.1% | +11.3% |
| 3M | -21.4% | -4.1% | -17.3% | -21.0% |
| 6M | -27.3% | +49.5% | -76.8% | -32.0% |
| YTD | -42.4% | +42.7% | -85.1% | -45.9% |
| 1Y | -45.6% | +35.3% | -80.9% | -48.8% |
| All | -45.6% | +35.0% | -80.5% | -48.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling