+5,987.6%
MU vs KMX
+475.4%
+5,512.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.1% | +5.8% |
| 7D | +9.0% | +1.9% | +7.1% | +8.4% |
| 30D | +13.8% | +11.7% | +2.1% | +10.0% |
| 3M | +2.1% | +34.9% | -32.8% | -7.0% |
| 6M | +153.8% | +50.3% | +103.5% | +121.0% |
| YTD | +256.4% | +63.8% | +192.6% | +200.0% |
| 1Y | +719.8% | +3.8% | +715.9% | +673.3% |
| 3Y | +1,360.4% | -24.3% | +1,384.6% | +1,392.6% |
| 5Y | +1,312.4% | -50.2% | +1,362.6% | +1,477.1% |
| 10Y | +6,142.6% | +5.4% | +6,137.2% | +5,325.0% |
| All | +5,987.6% | +475.4% | +5,512.3% | +2,680.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling