+3.8%
KMX vs PSLV
+57.1%
-53.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.1% |
| 7D | +1.9% | -0.6% | +2.5% | +1.9% |
| 30D | +11.7% | +7.3% | +4.4% | +11.1% |
| 3M | +34.9% | -7.4% | +42.3% | +35.3% |
| 6M | +50.3% | -20.3% | +70.5% | +52.1% |
| YTD | +63.8% | -8.2% | +72.0% | +64.9% |
| 1Y | +3.8% | +57.9% | -54.1% | +33.0% |
| All | +3.8% | +57.1% | -53.3% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 1y: compounded portfolio wealth divided by compounded PSLV 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…
1y analysis · Full analysis span regression · 6 months rolling