+27.5%
SOLS vs KMX
+42.5%
-14.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.4% | -0.3% |
| 7D | -3.5% | -3.1% | -0.3% | -2.9% |
| 30D | -1.0% | +4.4% | -5.4% | -2.0% |
| 3M | -24.1% | +18.9% | -43.0% | -27.2% |
| 6M | -18.0% | +44.3% | -62.3% | -25.7% |
| YTD | +27.1% | +58.7% | -31.6% | +10.9% |
| All | +27.5% | +42.5% | -14.9% | +13.5% |
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