+67.6%
HAL vs KMX
-0.6%
+68.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | -1.3% | -1.9% | +0.5% | -1.3% |
| 30D | +10.9% | +2.6% | +8.3% | +10.7% |
| 3M | -5.8% | +25.6% | -31.4% | -7.1% |
| 6M | +8.1% | +41.9% | -33.7% | +6.1% |
| YTD | +33.2% | +56.0% | -22.8% | +30.3% |
| All | +67.6% | -0.6% | +68.2% | +62.1% |
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