+3.8%
KMX vs SSNC
-3.0%
+6.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.5% |
| 7D | +1.9% | +0.6% | +1.3% | +1.6% |
| 30D | +11.7% | +6.0% | +5.6% | +9.3% |
| 3M | +34.9% | +21.0% | +13.9% | +26.1% |
| 6M | +50.3% | +12.1% | +38.2% | +46.4% |
| YTD | +63.8% | -3.2% | +67.0% | +75.8% |
| 1Y | +3.8% | -4.4% | +8.2% | +15.2% |
| All | +3.8% | -3.0% | +6.8% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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