-25.4%
KMX vs HRB
+25.2%
-50.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -3.4% | -12.2% | +8.8% | -1.3% |
| 30D | +4.0% | -3.0% | +7.0% | +4.4% |
| 3M | +24.8% | +21.7% | +3.1% | +20.3% |
| 6M | +43.6% | +52.3% | -8.7% | +31.5% |
| YTD | +56.6% | +6.5% | +50.1% | +54.3% |
| 1Y | +2.2% | -6.7% | +8.9% | +3.4% |
| All | -25.4% | +25.2% | -50.6% | -31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling