-83.7%
IRE vs KMX
+46.5%
-130.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +1.0% | +12.9% | +13.4% |
| 7D | +54.8% | +1.9% | +52.9% | +53.4% |
| 30D | +18.4% | +11.7% | +6.7% | +11.7% |
| 3M | -66.7% | +34.9% | -101.6% | -72.5% |
| 6M | -52.3% | +50.3% | -102.6% | -65.2% |
| YTD | -52.3% | +63.8% | -116.1% | -66.3% |
| All | -83.7% | +46.5% | -130.2% | -87.2% |
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