+1,773.8%
HWM vs KMX
+26.9%
+1,747.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.8% |
| 7D | -2.1% | +1.9% | -4.0% | -2.7% |
| 30D | -11.0% | +11.7% | -22.7% | -14.5% |
| 3M | +4.0% | +34.9% | -30.9% | -7.5% |
| 6M | -0.2% | +50.3% | -50.5% | -15.8% |
| YTD | +26.7% | +63.8% | -37.1% | +2.1% |
| 1Y | +44.7% | +3.8% | +40.9% | +34.7% |
| 3Y | +426.1% | -24.3% | +450.4% | +430.3% |
| 5Y | +738.5% | -50.2% | +788.7% | +862.1% |
| All | +1,773.8% | +26.9% | +1,747.0% | +1,251.0% |
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