-4.5%
HAL vs KMX
-25.6%
+21.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | 0.0% |
| 7D | +0.5% | -0.7% | +1.2% | +0.6% |
| 30D | +15.9% | +4.1% | +11.8% | +15.0% |
| 3M | -8.7% | +27.5% | -36.2% | -13.2% |
| 6M | +9.0% | +43.6% | -34.5% | +0.6% |
| YTD | +32.0% | +56.8% | -24.7% | +19.1% |
| 1Y | +72.5% | -1.3% | +73.8% | +71.7% |
| 3Y | -4.5% | -25.4% | +20.8% | -0.4% |
| All | -4.5% | -25.6% | +21.0% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling