+59.9%
SIRI vs KMX
+35.0%
+24.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.3% | +5.1% | +8.1% |
| 7D | +22.3% | +2.1% | +20.1% | +21.9% |
| 30D | +26.9% | +0.5% | +26.4% | +26.7% |
| 3M | +9.6% | -4.1% | +13.7% | +9.8% |
| 6M | +27.2% | +49.5% | -22.3% | +21.0% |
| YTD | +72.4% | +42.7% | +29.7% | +62.2% |
| 1Y | +59.9% | +35.3% | +24.6% | +50.9% |
| All | +59.9% | +35.0% | +24.9% | +50.9% |
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