+9,898.0%
DRI vs KMX
+392.6%
+9,505.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +4.2% | +1.5% | +2.7% | +3.9% |
| 30D | +15.7% | +3.0% | +12.7% | +14.8% |
| 3M | +5.8% | -7.8% | +13.6% | +7.2% |
| 6M | +18.4% | +34.3% | -15.9% | +10.3% |
| YTD | +28.2% | +40.2% | -12.0% | +17.1% |
| 1Y | +35.9% | +63.0% | -27.1% | +20.0% |
| 3Y | +67.7% | -14.5% | +82.2% | +64.4% |
| 5Y | +77.9% | -64.3% | +142.2% | +102.5% |
| 10Y | +338.7% | +2.8% | +335.9% | +305.6% |
| All | +9,898.0% | +392.6% | +9,505.3% | +7,277.4% |
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