+27.6%
SOLS vs KMX
+40.6%
-13.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.1% | -2.8% |
| 7D | +0.3% | -3.4% | +3.7% | +0.9% |
| 30D | +0.9% | +4.0% | -3.2% | -0.1% |
| 3M | -20.7% | +24.8% | -45.4% | -24.8% |
| 6M | -17.7% | +43.6% | -61.3% | -25.4% |
| YTD | +27.1% | +56.6% | -29.5% | +11.2% |
| All | +27.6% | +40.6% | -13.0% | +13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling