+56.1%
PSX vs KMX
+40.4%
+15.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.5% | +0.9% |
| 7D | +7.8% | +3.4% | +4.4% | +8.1% |
| 30D | -10.9% | +6.8% | -17.7% | -9.9% |
| 3M | +14.5% | -11.4% | +25.9% | +13.3% |
| 6M | +56.1% | +43.6% | +12.6% | +73.8% |
| All | +56.1% | +40.4% | +15.7% | +73.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling