+49.8%
HBM vs KMX
+35.0%
+14.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.3% | +0.3% | +3.2% |
| 7D | -5.8% | +2.1% | -8.0% | -6.1% |
| 30D | -18.5% | +0.5% | -19.0% | -18.6% |
| 3M | -10.3% | -4.1% | -6.2% | -10.0% |
| 6M | +2.1% | +49.5% | -47.4% | -4.2% |
| YTD | +12.0% | +42.7% | -30.7% | +4.7% |
| 1Y | +49.8% | +35.3% | +14.4% | +40.1% |
| All | +49.8% | +35.0% | +14.8% | +40.1% |
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