-1.8%
KMX vs BUD
+33.8%
-35.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | 0.0% |
| 7D | -1.9% | -1.3% | -0.5% | -1.5% |
| 30D | +2.6% | -6.1% | +8.7% | +3.9% |
| 3M | +25.6% | -3.8% | +29.3% | +26.2% |
| 6M | +41.9% | +8.2% | +33.7% | +37.8% |
| YTD | +56.0% | +23.6% | +32.5% | +40.8% |
| 1Y | -1.8% | +33.4% | -35.2% | -9.5% |
| All | -1.8% | +33.8% | -35.6% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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