+41.1%
HPQ vs KMX
-54.8%
+96.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.7% | +0.9% |
| 7D | +3.5% | -3.4% | +6.9% | +4.5% |
| 30D | +13.7% | +4.0% | +9.7% | +12.4% |
| 3M | +33.9% | +24.8% | +9.1% | +24.7% |
| 6M | +80.9% | +43.6% | +37.3% | +60.2% |
| YTD | +52.6% | +56.6% | -4.1% | +30.7% |
| 1Y | +21.2% | +2.2% | +19.0% | +16.3% |
| 3Y | +26.9% | -25.4% | +52.3% | +31.4% |
| 5Y | +41.1% | -55.0% | +96.2% | +61.5% |
| All | +41.1% | -54.8% | +96.0% | +61.5% |
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 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