+1,075.2%
HON vs KMX
+450.6%
+624.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | +0.2% |
| 7D | -0.8% | -0.7% | -0.1% | -0.7% |
| 30D | -15.2% | +4.1% | -19.3% | -15.9% |
| 3M | -6.0% | +27.5% | -33.5% | -10.7% |
| 6M | -14.9% | +43.6% | -58.5% | -21.6% |
| YTD | +3.2% | +56.8% | -53.6% | -7.0% |
| 1Y | 0.0% | -1.3% | +1.3% | -2.8% |
| 3Y | +21.5% | -25.4% | +46.9% | +22.0% |
| 5Y | +4.0% | -53.9% | +57.9% | +11.1% |
| 10Y | +138.4% | +0.7% | +137.7% | +113.4% |
| All | +1,075.2% | +450.6% | +624.6% | +690.6% |
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