-83.6%
OPEN vs KMX
-52.4%
-31.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.3% | +1.8% | +0.7% |
| 7D | +1.0% | -0.7% | +1.7% | +1.5% |
| 30D | -11.9% | +4.1% | -16.0% | -14.6% |
| 3M | -28.8% | +27.5% | -56.3% | -42.6% |
| 6M | -38.6% | +43.6% | -82.2% | -56.8% |
| YTD | -47.3% | +56.8% | -104.1% | -66.0% |
| 1Y | -49.2% | -1.3% | -47.9% | -54.0% |
| 3Y | -18.8% | -25.4% | +6.6% | -8.9% |
| 5Y | -83.6% | -53.9% | -29.7% | -75.1% |
| All | -83.6% | -52.4% | -31.2% | -75.1% |
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