+3,118.9%
PSA vs KMX
+448.1%
+2,670.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -2.3% |
| 7D | -2.2% | -1.9% | -0.4% | -2.0% |
| 30D | -9.6% | +2.6% | -12.1% | -9.9% |
| 3M | -7.9% | +25.6% | -33.5% | -11.4% |
| 6M | -2.0% | +41.9% | -43.9% | -7.9% |
| YTD | +15.7% | +56.0% | -40.3% | +6.9% |
| 1Y | +5.8% | -1.8% | +7.5% | +3.7% |
| 3Y | +21.6% | -25.7% | +47.3% | +22.4% |
| 5Y | +13.1% | -54.7% | +67.9% | +19.3% |
| 10Y | +101.3% | +9.2% | +92.1% | +78.4% |
| All | +3,118.9% | +448.1% | +2,670.8% | +2,092.0% |
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