-53.9%
KMX vs BUD
+45.2%
-99.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -4.0% |
| 7D | -0.7% | +0.8% | -1.5% | -1.0% |
| 30D | +4.1% | -4.8% | +8.9% | +6.0% |
| 3M | +27.5% | +1.4% | +26.2% | +26.5% |
| 6M | +43.6% | +9.9% | +33.7% | +37.6% |
| YTD | +56.8% | +26.3% | +30.4% | +41.3% |
| 1Y | -1.3% | +36.1% | -37.5% | -13.8% |
| 3Y | -25.4% | +48.6% | -74.0% | -38.6% |
| 5Y | -53.9% | +45.0% | -98.9% | -62.7% |
| All | -53.9% | +45.2% | -99.1% | -62.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling