+48.5%
KDP vs KMX
+69.2%
-20.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.6% | +1.7% |
| 7D | +8.2% | +1.5% | +6.7% | +8.0% |
| 30D | +18.4% | +3.0% | +15.4% | +18.0% |
| 3M | +29.2% | -7.8% | +37.0% | +29.9% |
| 6M | +32.3% | +34.3% | -2.1% | +30.7% |
| YTD | +38.5% | +40.2% | -1.8% | +34.4% |
| 1Y | +48.5% | +63.0% | -14.5% | +42.4% |
| All | +48.5% | +69.2% | -20.7% | +42.4% |
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