+473.4%
KMX vs MDY
+1,854.9%
-1,381.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.6% | -3.6% |
| 7D | -0.7% | +1.0% | -1.7% | -1.7% |
| 30D | +4.1% | -3.1% | +7.2% | +7.6% |
| 3M | +27.5% | +1.8% | +25.7% | +25.2% |
| 6M | +43.6% | +10.8% | +32.8% | +29.1% |
| YTD | +56.8% | +14.4% | +42.3% | +36.6% |
| 1Y | -1.3% | +15.2% | -16.5% | -14.0% |
| 3Y | -25.4% | +51.2% | -76.6% | -49.8% |
| 5Y | -53.9% | +47.2% | -101.1% | -67.2% |
| 10Y | +0.7% | +171.1% | -170.4% | -61.1% |
| All | +473.4% | +1,854.9% | -1,381.4% | -59.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling