+2,423.9%
MUU vs KMX
-14.5%
+2,438.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.4% | -9.7% | -9.5% |
| 7D | +3.6% | -3.4% | +6.9% | +5.5% |
| 30D | +22.3% | +4.0% | +18.3% | +19.9% |
| 3M | -8.2% | +24.8% | -33.0% | -18.2% |
| 6M | +256.3% | +43.6% | +212.7% | +185.0% |
| YTD | +534.4% | +56.6% | +477.8% | +370.9% |
| 1Y | +2,163.5% | +2.2% | +2,161.2% | +2,189.7% |
| All | +2,423.9% | -14.5% | +2,438.3% | +2,974.4% |
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