+3,571.3%
PSA vs KMX
+383.8%
+3,187.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.4% |
| 7D | -1.4% | +3.4% | -4.8% | -2.0% |
| 30D | +15.2% | +6.8% | +8.4% | +13.9% |
| 3M | +2.2% | -11.4% | +13.6% | +3.9% |
| 6M | +11.7% | +43.6% | -31.9% | +5.0% |
| YTD | +32.0% | +37.7% | -5.7% | +24.1% |
| 1Y | +26.3% | +53.0% | -26.7% | +16.7% |
| 3Y | +52.4% | -16.3% | +68.7% | +50.8% |
| 5Y | +26.3% | -64.2% | +90.5% | +38.0% |
| 10Y | +132.3% | -2.8% | +135.2% | +109.5% |
| All | +3,571.3% | +383.8% | +3,187.5% | +2,443.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling