+2,683.6%
MUU vs KMX
-14.8%
+2,698.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.8% |
| 7D | +15.0% | -1.9% | +16.9% | +16.2% |
| 30D | +36.8% | +2.6% | +34.2% | +35.1% |
| 3M | -8.5% | +25.6% | -34.1% | -18.7% |
| 6M | +320.7% | +41.9% | +278.9% | +238.8% |
| YTD | +599.7% | +56.0% | +543.7% | +420.5% |
| 1Y | +2,569.2% | -1.8% | +2,571.0% | +2,699.7% |
| All | +2,683.6% | -14.8% | +2,698.4% | +3,298.3% |
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