+473.4%
KMX vs HRB
+1,468.0%
-994.6%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.5% | +2.2% | -2.2% |
| 7D | -0.7% | -9.1% | +8.4% | +2.4% |
| 30D | +4.1% | +0.3% | +3.9% | +3.4% |
| 3M | +27.5% | +23.4% | +4.1% | +17.4% |
| 6M | +43.6% | +45.1% | -1.6% | +23.3% |
| YTD | +56.8% | +8.9% | +47.9% | +47.5% |
| 1Y | -1.3% | -7.9% | +6.6% | -2.2% |
| 3Y | -25.4% | +27.9% | -53.3% | -35.4% |
| 5Y | -53.9% | +108.3% | -162.2% | -67.0% |
| 10Y | +0.7% | +208.4% | -207.8% | -43.1% |
| All | +473.4% | +1,468.0% | -994.6% | +94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling