+29.7%
Q vs KMX
+35.5%
-5.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.3% | +6.6% | +3.6% |
| 7D | +6.7% | -0.7% | +7.5% | +6.9% |
| 30D | -10.6% | +4.1% | -14.7% | -11.8% |
| 3M | -14.6% | +27.5% | -42.1% | -21.4% |
| 6M | +12.1% | +43.6% | -31.5% | -1.8% |
| YTD | +51.3% | +56.8% | -5.5% | +30.3% |
| All | +29.7% | +35.5% | -5.8% | +13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling