+13.5%
PSA vs KMX
-54.8%
+68.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -3.6% | -3.4% | -0.3% | -3.1% |
| 30D | -9.4% | +4.0% | -13.4% | -10.0% |
| 3M | -8.2% | +24.8% | -33.0% | -11.8% |
| 6M | -1.8% | +43.6% | -45.5% | -8.5% |
| YTD | +15.7% | +56.6% | -40.9% | +6.0% |
| 1Y | +6.3% | +2.2% | +4.0% | +3.6% |
| 3Y | +21.6% | -25.4% | +47.0% | +22.4% |
| 5Y | +13.5% | -55.0% | +68.5% | +14.5% |
| All | +13.5% | -54.8% | +68.3% | +14.5% |
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 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