+134.1%
PSX vs KMX
-25.6%
+159.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.3% | +5.9% | +2.2% |
| 7D | +2.8% | -0.7% | +3.5% | +2.9% |
| 30D | +27.8% | +4.1% | +23.7% | +26.9% |
| 3M | +42.0% | +27.5% | +14.5% | +36.3% |
| 6M | +58.1% | +43.6% | +14.5% | +47.9% |
| YTD | +105.0% | +56.8% | +48.3% | +87.9% |
| 1Y | +104.9% | -1.3% | +106.2% | +105.8% |
| 3Y | +134.1% | -25.4% | +159.4% | +139.5% |
| All | +134.1% | -25.6% | +159.6% | +139.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling