+2,396.1%
MUU vs KMX
-13.3%
+2,409.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.8% |
| 7D | -8.2% | -3.1% | -5.1% | -6.7% |
| 30D | +10.2% | +4.4% | +5.7% | +7.7% |
| 3M | -26.5% | +18.9% | -45.4% | -33.3% |
| 6M | +227.2% | +44.3% | +182.9% | +161.1% |
| YTD | +527.4% | +58.7% | +468.7% | +362.5% |
| 1Y | +1,843.7% | +0.1% | +1,843.6% | +1,917.3% |
| All | +2,396.1% | -13.3% | +2,409.4% | +2,919.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling