+5,540.4%
HD vs KMX
+391.9%
+5,148.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.1% | -2.2% | +1.8% |
| 7D | +3.6% | -4.1% | +7.7% | +4.6% |
| 30D | +21.6% | +2.9% | +18.7% | +20.8% |
| 3M | +0.1% | -7.0% | +7.1% | +1.5% |
| 6M | +13.0% | +34.1% | -21.1% | +5.0% |
| YTD | +4.9% | +40.0% | -35.1% | -4.3% |
| 1Y | -2.1% | +67.2% | -69.3% | -14.4% |
| 3Y | +32.6% | -13.4% | +46.0% | +30.0% |
| 5Y | +8.2% | -65.1% | +73.3% | +25.6% |
| 10Y | +257.9% | +6.9% | +251.0% | +217.7% |
| All | +5,540.4% | +391.9% | +5,148.5% | +2,978.0% |
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