+26.7%
Q vs KMX
+41.6%
-14.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.4% |
| 7D | +0.2% | +1.9% | -1.7% | -0.3% |
| 30D | -11.1% | +11.7% | -22.8% | -14.1% |
| 3M | -22.1% | +34.9% | -57.0% | -29.4% |
| 6M | +0.5% | +50.3% | -49.8% | -13.1% |
| YTD | +47.8% | +63.8% | -16.0% | +25.8% |
| All | +26.7% | +41.6% | -14.8% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling