+499.2%
KMX vs SUI
+1,978.6%
-1,479.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +1.2% |
| 7D | +1.9% | -2.8% | +4.7% | +3.3% |
| 30D | +11.7% | -1.2% | +12.9% | +12.3% |
| 3M | +34.9% | -1.7% | +36.6% | +35.4% |
| 6M | +50.3% | -10.5% | +60.7% | +57.6% |
| YTD | +63.8% | -1.8% | +65.6% | +64.0% |
| 1Y | +3.8% | -4.1% | +7.9% | +5.2% |
| 3Y | -24.3% | +11.3% | -35.5% | -29.8% |
| 5Y | -50.2% | -32.1% | -18.1% | -42.0% |
| 10Y | +5.4% | +110.4% | -105.1% | -30.2% |
| All | +499.2% | +1,978.6% | -1,479.4% | +31.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling