+8,390.6%
PWR vs KMX
+1,250.2%
+7,140.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.4% |
| 7D | +3.6% | +1.9% | +1.7% | +3.1% |
| 30D | -8.6% | +11.7% | -20.3% | -11.4% |
| 3M | -13.2% | +34.9% | -48.1% | -20.6% |
| 6M | +9.9% | +50.3% | -40.4% | -3.4% |
| YTD | +48.0% | +63.8% | -15.8% | +26.2% |
| 1Y | +66.2% | +3.8% | +62.3% | +56.9% |
| 3Y | +195.1% | -24.3% | +219.4% | +195.0% |
| 5Y | +442.6% | -50.2% | +492.8% | +481.9% |
| 10Y | +2,334.2% | +5.4% | +2,328.9% | +1,958.6% |
| All | +8,390.6% | +1,250.2% | +7,140.4% | +4,364.8% |
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 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