+1.9%
HON vs KMX
-54.8%
+56.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.4% |
| 7D | -2.6% | -3.4% | +0.8% | -2.1% |
| 30D | -11.9% | +4.0% | -15.9% | -12.5% |
| 3M | -6.1% | +24.8% | -30.9% | -10.0% |
| 6M | -19.2% | +43.6% | -62.8% | -24.9% |
| YTD | +0.2% | +56.6% | -56.5% | -8.8% |
| 1Y | -1.5% | +2.2% | -3.7% | -3.9% |
| 3Y | +17.9% | -25.4% | +43.4% | +19.8% |
| 5Y | +1.9% | -55.0% | +57.0% | +11.8% |
| All | +1.9% | -54.8% | +56.8% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling