-16.3%
SOUN vs KMX
-32.7%
+16.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.3% |
| 7D | -6.8% | -3.4% | -3.4% | -4.9% |
| 30D | -15.2% | +4.0% | -19.3% | -17.5% |
| 3M | -7.0% | +24.8% | -31.7% | -20.7% |
| 6M | -20.5% | +43.6% | -64.1% | -40.2% |
| YTD | -37.0% | +56.6% | -93.6% | -55.7% |
| 1Y | -55.3% | +2.2% | -57.5% | -59.2% |
| 3Y | +173.0% | -25.4% | +198.5% | +201.8% |
| All | -16.3% | -32.7% | +16.4% | -14.5% |
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 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