+1,039.2%
THC vs KMX
+3.6%
+1,035.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.3% | +4.1% |
| 7D | +4.1% | -1.9% | +5.9% | +4.9% |
| 30D | +3.5% | +2.6% | +1.0% | +2.2% |
| 3M | +61.7% | +25.6% | +36.2% | +43.9% |
| 6M | +11.8% | +41.9% | -30.0% | -7.9% |
| YTD | +35.4% | +56.0% | -20.6% | +4.7% |
| 1Y | +37.0% | -1.8% | +38.8% | +27.5% |
| 3Y | +260.1% | -25.7% | +285.8% | +259.3% |
| 5Y | +262.6% | -54.7% | +317.3% | +350.1% |
| 10Y | +1,039.2% | +9.2% | +1,030.0% | +896.2% |
| All | +1,039.2% | +3.6% | +1,035.6% | +896.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling