+99.6%
PSX vs KMX
+5.0%
+94.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | +0.2% |
| 7D | +4.5% | +1.9% | +2.6% | +4.6% |
| 30D | +26.6% | +11.7% | +14.9% | +26.7% |
| 3M | +39.3% | +34.9% | +4.4% | +39.3% |
| 6M | +56.8% | +50.3% | +6.6% | +57.0% |
| YTD | +101.8% | +63.8% | +38.0% | +102.6% |
| 1Y | +99.6% | +3.8% | +95.8% | +93.5% |
| All | +99.6% | +5.0% | +94.6% | +93.5% |
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