+41.9%
KMX vs SUNB
-0.8%
+42.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.9% | -6.4% | -1.8% |
| 7D | -1.9% | +9.4% | -11.3% | -4.0% |
| 30D | +2.6% | -6.9% | +9.5% | +4.3% |
| 3M | +25.6% | -11.3% | +36.9% | +28.9% |
| 6M | +41.9% | -1.8% | +43.6% | +41.5% |
| All | +41.9% | -0.8% | +42.6% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 6mo: compounded portfolio wealth divided by compounded SUNB 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…
6mo analysis · Full analysis span regression · 6 months rolling