-54.4%
KMX vs HRB
+114.1%
-168.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.2% |
| 7D | -3.1% | -8.0% | +4.9% | -1.2% |
| 30D | +4.4% | -16.0% | +20.4% | +8.7% |
| 3M | +18.9% | +26.9% | -8.0% | +11.4% |
| 6M | +44.3% | +51.1% | -6.8% | +27.4% |
| YTD | +58.7% | +7.1% | +51.6% | +54.1% |
| 1Y | +0.1% | -9.6% | +9.7% | +1.9% |
| 3Y | -24.4% | +25.4% | -49.8% | -33.2% |
| All | -54.4% | +114.1% | -168.4% | -64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling