-55.0%
KMX vs MDY
+43.9%
-99.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +1.6% |
| 7D | -3.4% | -2.5% | -0.9% | -0.1% |
| 30D | +4.0% | -5.0% | +9.1% | +11.3% |
| 3M | +24.8% | +0.5% | +24.3% | +24.1% |
| 6M | +43.6% | +8.0% | +35.6% | +29.4% |
| YTD | +56.6% | +12.2% | +44.5% | +34.5% |
| 1Y | +2.2% | +14.0% | -11.7% | -13.4% |
| 3Y | -25.4% | +48.2% | -73.6% | -54.8% |
| 5Y | -55.0% | +46.1% | -101.1% | -72.8% |
| All | -55.0% | +43.9% | -99.0% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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