+1,731.8%
HCA vs KMX
+74.5%
+1,657.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.1% |
| 7D | +4.9% | -1.9% | +6.8% | +5.4% |
| 30D | +1.9% | +2.6% | -0.7% | +1.1% |
| 3M | +12.7% | +25.6% | -12.8% | +4.9% |
| 6M | -22.3% | +41.9% | -64.2% | -30.9% |
| YTD | -9.3% | +56.0% | -65.4% | -22.4% |
| 1Y | +2.7% | -1.8% | +4.5% | -1.4% |
| 3Y | +57.8% | -25.7% | +83.6% | +57.6% |
| 5Y | +70.3% | -54.7% | +125.1% | +91.1% |
| 10Y | +499.7% | +9.2% | +490.5% | +371.2% |
| All | +1,731.8% | +74.5% | +1,657.3% | +972.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling