+57.9%
PPL vs KMX
-14.8%
+72.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.2% |
| 7D | -0.4% | +3.4% | -3.7% | -0.5% |
| 30D | +2.6% | +6.8% | -4.2% | +2.3% |
| 3M | +0.8% | -11.4% | +12.2% | +1.3% |
| 6M | +1.4% | +43.6% | -42.2% | -0.5% |
| YTD | +4.3% | +37.7% | -33.4% | +2.0% |
| 1Y | +0.8% | +53.0% | -52.2% | -2.3% |
| 3Y | +57.9% | -16.3% | +74.2% | +52.9% |
| All | +57.9% | -14.8% | +72.7% | +52.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling