-7.6%
KMX vs DAR
+307.1%
-314.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.6% | -3.2% |
| 7D | 0.0% | +9.2% | -9.2% | -3.2% |
| 30D | +3.5% | -12.3% | +15.7% | +8.1% |
| 3M | -10.4% | -12.7% | +2.3% | -6.9% |
| 6M | +37.6% | -12.8% | +50.4% | +42.2% |
| YTD | +36.1% | +53.8% | -17.7% | +12.6% |
| 1Y | +52.8% | +60.3% | -7.5% | +24.3% |
| 3Y | -17.0% | +31.7% | -48.8% | -30.6% |
| 5Y | -64.7% | -27.7% | -36.9% | -64.0% |
| All | -7.6% | +307.1% | -314.6% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling