+6,169.9%
MU vs KMX
+3.6%
+6,166.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.2% | +2.9% |
| 7D | +7.5% | -1.9% | +9.4% | +8.3% |
| 30D | +19.4% | +2.6% | +16.8% | +18.1% |
| 3M | +9.8% | +25.6% | -15.7% | +0.1% |
| 6M | +164.1% | +41.9% | +122.3% | +125.0% |
| YTD | +260.3% | +56.0% | +204.3% | +191.9% |
| 1Y | +661.2% | -1.8% | +663.0% | +624.8% |
| 3Y | +1,380.8% | -25.7% | +1,406.6% | +1,447.3% |
| 5Y | +1,346.4% | -54.7% | +1,401.1% | +1,673.9% |
| 10Y | +6,169.9% | +9.2% | +6,160.8% | +4,950.1% |
| All | +6,169.9% | +3.6% | +6,166.3% | +4,950.1% |
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