-65.1%
KMX vs ARWR
-40.7%
-24.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -15.3% | +20.4% | +7.8% |
| 7D | -4.1% | -17.3% | +13.2% | -1.2% |
| 30D | +2.9% | -21.5% | +24.4% | +6.8% |
| 3M | -7.0% | -43.8% | +36.8% | +2.2% |
| 6M | +34.1% | -32.3% | +66.4% | +41.0% |
| YTD | +40.0% | -25.8% | +65.9% | +42.8% |
| 1Y | +67.2% | +25.5% | +41.7% | +51.3% |
| 3Y | -13.4% | +84.1% | -97.6% | -34.2% |
| 5Y | -65.1% | -39.2% | -25.8% | -69.8% |
| All | -65.1% | -40.7% | -24.4% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling