+8.0%
KMX vs HRB
+209.1%
-201.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.2% |
| 7D | -3.1% | -8.0% | +4.9% | -0.8% |
| 30D | +4.4% | -16.0% | +20.4% | +9.6% |
| 3M | +18.9% | +26.9% | -8.0% | +10.0% |
| 6M | +44.3% | +51.1% | -6.8% | +25.0% |
| YTD | +58.7% | +7.1% | +51.6% | +52.0% |
| 1Y | +0.1% | -9.6% | +9.7% | +0.6% |
| 3Y | -24.4% | +25.4% | -49.8% | -33.1% |
| 5Y | -54.4% | +114.9% | -169.3% | -66.4% |
| All | +8.0% | +209.1% | -201.2% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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