+32.1%
SOLS vs KMX
+47.0%
-15.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.8% | +3.6% |
| 7D | +0.3% | +1.9% | -1.6% | 0.0% |
| 30D | +2.1% | +11.7% | -9.6% | -0.2% |
| 3M | -24.1% | +34.9% | -59.0% | -29.2% |
| 6M | -15.0% | +50.3% | -65.2% | -23.6% |
| YTD | +31.6% | +63.8% | -32.2% | +14.2% |
| All | +32.1% | +47.0% | -15.0% | +16.9% |
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