+155.3%
HBAN vs KMX
+11.6%
+143.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.3% |
| 7D | -1.0% | -3.1% | +2.1% | +0.1% |
| 30D | -5.6% | +4.4% | -10.0% | -7.3% |
| 3M | -1.1% | +18.9% | -20.1% | -8.3% |
| 6M | +9.9% | +44.3% | -34.4% | -6.6% |
| YTD | -0.9% | +58.7% | -59.6% | -19.4% |
| 1Y | -1.4% | +0.1% | -1.5% | -6.7% |
| 3Y | +78.2% | -24.4% | +102.6% | +83.4% |
| 5Y | +37.0% | -54.4% | +91.4% | +64.4% |
| All | +155.3% | +11.6% | +143.7% | +93.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling