-64.4%
KMX vs SUI
-26.4%
-38.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.7% |
| 7D | +3.4% | -1.5% | +4.9% | +4.2% |
| 30D | +6.8% | +3.7% | +3.1% | +4.7% |
| 3M | -11.4% | -0.4% | -11.0% | -11.3% |
| 6M | +43.6% | -2.8% | +46.3% | +44.7% |
| YTD | +37.7% | -1.6% | +39.3% | +37.4% |
| 1Y | +53.0% | -2.1% | +55.0% | +53.0% |
| 3Y | -16.3% | +18.5% | -34.8% | -27.0% |
| All | -64.4% | -26.4% | -38.0% | -60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling