-32.9%
LII vs KMX
+0.2%
-33.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.3% | +2.9% | -0.7% |
| 7D | +2.1% | -0.7% | +2.8% | +2.2% |
| 30D | -12.4% | +4.1% | -16.5% | -13.0% |
| 3M | -24.8% | +27.5% | -52.3% | -27.8% |
| 6M | -25.2% | +43.6% | -68.7% | -29.8% |
| YTD | -20.3% | +56.8% | -77.0% | -26.0% |
| 1Y | -32.9% | -1.3% | -31.6% | -35.3% |
| All | -32.9% | +0.2% | -33.2% | -35.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling