+18.7%
HPQ vs KMX
+5.0%
+13.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +2.1% |
| 7D | +6.9% | +1.9% | +5.0% | +6.6% |
| 30D | +14.4% | +11.7% | +2.8% | +12.4% |
| 3M | +25.6% | +34.9% | -9.3% | +19.0% |
| 6M | +75.0% | +50.3% | +24.8% | +61.6% |
| YTD | +50.7% | +63.8% | -13.1% | +37.1% |
| 1Y | +18.7% | +3.8% | +14.8% | +12.9% |
| All | +18.7% | +5.0% | +13.7% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling