+368.5%
PSX vs KMX
-54.2%
+422.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | +1.8% | -1.9% | +3.7% | +2.1% |
| 30D | +21.6% | +2.6% | +19.1% | +21.1% |
| 3M | +46.5% | +25.6% | +20.9% | +40.9% |
| 6M | +62.0% | +41.9% | +20.1% | +51.9% |
| YTD | +106.3% | +56.0% | +50.3% | +89.9% |
| 1Y | +103.0% | -1.8% | +104.7% | +100.5% |
| 3Y | +135.5% | -25.7% | +161.3% | +142.2% |
| 5Y | +368.5% | -54.7% | +423.3% | +410.8% |
| All | +368.5% | -54.2% | +422.7% | +410.8% |
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