-11.3%
SIRI vs KMX
+11.6%
-22.9%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.6% |
| 7D | +0.6% | -3.1% | +3.7% | +1.3% |
| 30D | +2.5% | +4.4% | -1.9% | +1.3% |
| 3M | +6.6% | +18.9% | -12.3% | +1.3% |
| 6M | +32.9% | +44.3% | -11.4% | +18.8% |
| YTD | +50.5% | +58.7% | -8.2% | +30.0% |
| 1Y | +28.0% | +0.1% | +27.9% | +23.2% |
| 3Y | -22.4% | -24.4% | +2.0% | -21.4% |
| 5Y | -41.3% | -54.4% | +13.1% | -34.0% |
| All | -11.3% | +11.6% | -22.9% | -29.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling