-86.1%
OPEN vs KMX
+55.6%
-141.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.2% | -4.9% | -4.1% |
| 7D | -15.0% | +3.4% | -18.4% | -16.1% |
| 30D | -40.2% | +6.8% | -47.0% | -41.1% |
| 3M | -67.4% | -11.4% | -56.0% | -66.1% |
| 6M | -74.0% | +43.6% | -117.6% | -77.1% |
| YTD | -79.6% | +37.7% | -117.3% | -81.6% |
| 1Y | -86.1% | +53.0% | -139.1% | -88.2% |
| All | -86.1% | +55.6% | -141.7% | -88.2% |
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