-8.7%
KVUE vs KMX
-25.1%
+16.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.2% |
| 7D | -5.1% | -3.1% | -2.0% | -4.9% |
| 30D | -6.3% | +4.4% | -10.8% | -6.7% |
| 3M | -0.5% | +18.9% | -19.4% | -2.3% |
| 6M | +3.1% | +44.3% | -41.2% | -1.0% |
| YTD | +6.7% | +58.7% | -52.0% | +1.1% |
| 1Y | -1.1% | +0.1% | -1.3% | -1.9% |
| 3Y | -8.7% | -24.4% | +15.7% | -10.3% |
| All | -8.7% | -25.1% | +16.3% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 3y: compounded portfolio wealth divided by compounded KMX 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…
3y analysis · Full analysis span regression · 6 months rolling