+53.2%
HAL vs KMX
-65.0%
+118.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.1% |
| 7D | +2.6% | 0.0% | +2.7% | +2.6% |
| 30D | -0.1% | +3.5% | -3.6% | -1.0% |
| 3M | -1.1% | -10.4% | +9.3% | +0.4% |
| 6M | -20.7% | +37.6% | -58.3% | -26.9% |
| YTD | +17.5% | +36.1% | -18.6% | +7.6% |
| 1Y | +24.1% | +52.8% | -28.6% | +10.6% |
| 3Y | -8.4% | -17.0% | +8.6% | -8.0% |
| 5Y | +53.2% | -64.7% | +117.9% | +98.3% |
| All | +53.2% | -65.0% | +118.2% | +98.3% |
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