+794.2%
MS vs KMX
+0.4%
+793.7%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | +0.8% |
| 7D | +2.5% | -0.7% | +3.2% | +2.7% |
| 30D | 0.0% | +4.1% | -4.1% | -1.6% |
| 3M | +2.4% | +27.5% | -25.1% | -7.3% |
| 6M | +36.4% | +43.6% | -7.2% | +16.6% |
| YTD | +23.8% | +56.8% | -32.9% | +1.8% |
| 1Y | +48.6% | -1.3% | +49.9% | +41.4% |
| 3Y | +179.1% | -25.4% | +204.5% | +187.5% |
| 5Y | +144.8% | -53.9% | +198.7% | +189.2% |
| 10Y | +794.2% | +0.7% | +793.5% | +584.5% |
| All | +794.2% | +0.4% | +793.7% | +584.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling