+529.3%
HPQ vs KMX
+450.6%
+78.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.3% | -0.2% | -3.6% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | +3.7% | +4.1% | -0.4% | +2.8% |
| 3M | +24.3% | +27.5% | -3.2% | +17.4% |
| 6M | +64.8% | +43.6% | +21.2% | +50.8% |
| YTD | +43.9% | +56.8% | -12.9% | +28.7% |
| 1Y | +11.7% | -1.3% | +13.0% | +8.7% |
| 3Y | +19.7% | -25.4% | +45.1% | +21.6% |
| 5Y | +32.2% | -53.9% | +86.1% | +44.4% |
| 10Y | +198.9% | +0.7% | +198.3% | +173.3% |
| All | +529.3% | +450.6% | +78.7% | +255.5% |
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 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