+1,134.0%
MPC vs KMX
+0.4%
+1,133.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.3% | +6.6% | +3.6% |
| 7D | +3.9% | -0.7% | +4.6% | +4.0% |
| 30D | +33.8% | +4.1% | +29.6% | +31.8% |
| 3M | +49.9% | +27.5% | +22.3% | +37.1% |
| 6M | +80.9% | +43.6% | +37.4% | +56.6% |
| YTD | +147.4% | +56.8% | +90.7% | +106.6% |
| 1Y | +123.2% | -1.3% | +124.5% | +112.7% |
| 3Y | +171.7% | -25.4% | +197.1% | +175.9% |
| 5Y | +678.6% | -53.9% | +732.5% | +805.3% |
| 10Y | +1,134.0% | +0.7% | +1,133.4% | +847.3% |
| All | +1,134.0% | +0.4% | +1,133.6% | +847.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling