-50.9%
OPEN vs KMX
-1.2%
-49.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.1% |
| 7D | -2.9% | -1.9% | -1.1% | -2.3% |
| 30D | -13.8% | +2.6% | -16.4% | -14.4% |
| 3M | -30.9% | +25.6% | -56.5% | -36.5% |
| 6M | -40.9% | +41.9% | -82.8% | -49.6% |
| YTD | -48.5% | +56.0% | -104.6% | -57.5% |
| 1Y | -50.9% | -1.8% | -49.1% | -50.7% |
| All | -50.9% | -1.2% | -49.7% | -50.7% |
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