+2,981.5%
MUU vs KMX
+5.0%
+2,976.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.0% | +10.6% | +11.3% |
| 7D | +17.4% | +1.9% | +15.5% | +16.8% |
| 30D | +24.0% | +11.7% | +12.3% | +20.3% |
| 3M | -23.9% | +34.9% | -58.8% | -29.6% |
| 6M | +284.4% | +50.3% | +234.2% | +239.8% |
| YTD | +583.7% | +63.8% | +519.9% | +489.2% |
| 1Y | +2,981.5% | +3.8% | +2,977.6% | +3,432.7% |
| All | +2,981.5% | +5.0% | +2,976.5% | +3,432.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling