+79.2%
PR vs KMX
+55.6%
+23.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +1.2% |
| 7D | +6.0% | +3.4% | +2.6% | +5.9% |
| 30D | -4.2% | +6.8% | -11.0% | -4.4% |
| 3M | +10.0% | -11.4% | +21.3% | +10.5% |
| 6M | +15.6% | +43.6% | -28.0% | +12.9% |
| YTD | +68.2% | +37.7% | +30.4% | +63.5% |
| 1Y | +79.2% | +53.0% | +26.2% | +73.7% |
| All | +79.2% | +55.6% | +23.6% | +73.7% |
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