-47.1%
OPEN vs KMX
+5.0%
-52.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.3% |
| 7D | -4.3% | +1.9% | -6.2% | -4.8% |
| 30D | -16.2% | +11.7% | -27.9% | -19.2% |
| 3M | -36.4% | +34.9% | -71.3% | -42.9% |
| 6M | -35.5% | +50.3% | -85.7% | -45.9% |
| YTD | -46.0% | +63.8% | -109.8% | -55.9% |
| 1Y | -47.1% | +3.8% | -51.0% | -49.6% |
| All | -47.1% | +5.0% | -52.1% | -49.6% |
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