+33.8%
SOLS vs KMX
+40.7%
-7.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.3% | +5.6% | +2.1% |
| 7D | +4.5% | -0.7% | +5.2% | +4.6% |
| 30D | +6.0% | +4.1% | +1.9% | +5.0% |
| 3M | -19.7% | +27.5% | -47.2% | -24.2% |
| 6M | -10.4% | +43.6% | -54.0% | -18.8% |
| YTD | +33.3% | +56.8% | -23.5% | +16.5% |
| All | +33.8% | +40.7% | -7.0% | +19.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling