+8,087.4%
PWR vs KMX
+1,035.4%
+7,052.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.0% |
| 7D | +11.3% | +3.4% | +7.9% | +10.4% |
| 30D | -8.9% | +6.8% | -15.7% | -10.8% |
| 3M | -10.5% | -11.4% | +0.9% | -8.3% |
| 6M | -22.2% | +43.6% | -65.7% | -30.6% |
| YTD | +42.7% | +37.7% | +5.0% | +26.7% |
| 1Y | +41.1% | +53.0% | -11.9% | +21.5% |
| 3Y | +242.7% | -16.3% | +259.1% | +232.1% |
| 5Y | +418.5% | -64.2% | +482.8% | +507.1% |
| 10Y | +1,855.0% | -2.8% | +1,857.8% | +1,584.8% |
| All | +8,087.4% | +1,035.4% | +7,052.1% | +4,381.3% |
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