-12.4%
SOUN vs KMX
-32.7%
+20.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.3% | +1.8% | +0.1% |
| 7D | -4.1% | -0.7% | -3.4% | -3.7% |
| 30D | -18.1% | +4.1% | -22.2% | -20.3% |
| 3M | -12.3% | +27.5% | -39.8% | -26.4% |
| 6M | -18.6% | +43.6% | -62.2% | -38.7% |
| YTD | -34.1% | +56.8% | -90.9% | -53.7% |
| 1Y | -57.0% | -1.3% | -55.7% | -59.6% |
| 3Y | +185.7% | -25.4% | +211.0% | +215.6% |
| All | -12.4% | -32.7% | +20.3% | -10.6% |
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