+1,315.7%
MU vs KMX
-50.1%
+1,365.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.1% | +5.7% |
| 7D | +9.0% | +1.9% | +7.1% | +8.3% |
| 30D | +13.8% | +11.7% | +2.1% | +9.6% |
| 3M | +2.1% | +34.9% | -32.8% | -8.1% |
| 6M | +153.8% | +50.3% | +103.5% | +116.4% |
| YTD | +256.4% | +63.8% | +192.6% | +191.5% |
| 1Y | +719.8% | +3.8% | +715.9% | +678.7% |
| 3Y | +1,360.4% | -24.3% | +1,384.6% | +1,440.8% |
| All | +1,315.7% | -50.1% | +1,365.8% | +1,579.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling