+398.8%
HL vs KMX
-26.1%
+424.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.0% |
| 7D | -5.6% | -3.4% | -2.2% | -5.1% |
| 30D | +12.7% | +4.0% | +8.7% | +12.1% |
| 3M | +42.5% | +24.8% | +17.7% | +37.7% |
| 6M | -9.0% | +43.6% | -52.6% | -14.6% |
| YTD | +4.4% | +56.6% | -52.2% | -2.7% |
| 1Y | +82.7% | +2.2% | +80.4% | +81.6% |
| All | +398.8% | -26.1% | +424.9% | +390.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling