+504.3%
MUU vs KMX
+35.0%
+469.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.3% | -17.3% | -14.5% |
| 7D | -35.9% | +2.1% | -38.0% | -36.2% |
| 30D | -47.1% | +0.5% | -47.6% | -47.4% |
| 3M | -29.8% | -4.1% | -25.7% | -29.6% |
| 6M | +16.0% | +49.5% | -33.5% | +11.6% |
| YTD | +286.1% | +42.7% | +243.4% | +262.1% |
| 1Y | +504.3% | +35.3% | +469.0% | +465.0% |
| All | +504.3% | +35.0% | +469.3% | +465.0% |
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