+4,474.2%
SU vs KMX
+448.1%
+4,026.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.1% | +1.7% |
| 7D | +1.6% | -1.9% | +3.4% | +1.9% |
| 30D | +10.7% | +2.6% | +8.2% | +10.1% |
| 3M | +13.5% | +25.6% | -12.1% | +8.6% |
| 6M | +21.8% | +41.9% | -20.0% | +13.3% |
| YTD | +58.8% | +56.0% | +2.8% | +44.8% |
| 1Y | +72.0% | -1.8% | +73.8% | +67.3% |
| 3Y | +121.7% | -25.7% | +147.4% | +122.2% |
| 5Y | +350.4% | -54.7% | +405.2% | +375.8% |
| 10Y | +264.7% | +9.2% | +255.5% | +226.4% |
| All | +4,474.2% | +448.1% | +4,026.2% | +2,991.6% |
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