-0.1%
KMX vs SUI
+115.7%
-115.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.7% | -1.4% |
| 7D | -7.4% | +6.2% | -13.6% | -10.2% |
| 30D | -3.4% | +8.6% | -12.0% | -7.5% |
| 3M | -11.3% | +1.0% | -12.3% | -11.9% |
| 6M | +30.6% | -2.6% | +33.2% | +31.4% |
| YTD | +33.2% | -0.1% | +33.4% | +32.0% |
| 1Y | +66.7% | +0.5% | +66.2% | +64.7% |
| 3Y | -22.1% | +15.3% | -37.3% | -29.6% |
| 5Y | -66.7% | -26.1% | -40.6% | -62.7% |
| All | -0.1% | +115.7% | -115.8% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling