+69.9%
PR vs KMX
+69.2%
+0.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -9.5% | +1.5% | -11.0% | -9.5% |
| 30D | -5.7% | +3.0% | -8.7% | -5.7% |
| 3M | +3.0% | -7.8% | +10.8% | +3.3% |
| 6M | +11.8% | +34.3% | -22.5% | +10.0% |
| YTD | +58.5% | +40.2% | +18.2% | +53.5% |
| 1Y | +69.9% | +63.0% | +6.9% | +63.5% |
| All | +69.9% | +69.2% | +0.7% | +63.5% |
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