+32.7%
IRM vs KMX
+5.0%
+27.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.5% |
| 7D | -0.5% | +1.9% | -2.4% | -0.6% |
| 30D | -8.1% | +11.7% | -19.8% | -9.0% |
| 3M | -9.7% | +34.9% | -44.6% | -12.1% |
| 6M | +10.0% | +50.3% | -40.3% | +5.5% |
| YTD | +43.0% | +63.8% | -20.8% | +35.9% |
| 1Y | +32.7% | +3.8% | +28.8% | +30.4% |
| All | +32.7% | +5.0% | +27.7% | +30.4% |
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