+272.7%
PNC vs KMX
+11.6%
+261.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.1% |
| 7D | -0.6% | -3.1% | +2.6% | +0.5% |
| 30D | -4.4% | +4.4% | -8.8% | -5.9% |
| 3M | +5.2% | +18.9% | -13.7% | -1.8% |
| 6M | +20.6% | +44.3% | -23.6% | +3.9% |
| YTD | +19.8% | +58.7% | -38.9% | -1.1% |
| 1Y | +24.4% | +0.1% | +24.3% | +18.2% |
| 3Y | +131.2% | -24.4% | +155.7% | +136.4% |
| 5Y | +53.1% | -54.4% | +107.5% | +79.8% |
| All | +272.7% | +11.6% | +261.1% | +193.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling