+1,900.5%
THC vs KMX
+6.5%
+1,894.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +8.8% | +1.5% | +7.3% | +8.2% |
| 30D | +10.0% | +3.0% | +7.0% | +8.1% |
| 3M | +11.7% | -7.8% | +19.5% | +14.6% |
| 6M | +52.5% | +34.3% | +18.1% | +29.1% |
| YTD | +46.1% | +40.2% | +5.8% | +16.9% |
| 1Y | +49.1% | +63.0% | -13.9% | +10.1% |
| 3Y | +439.6% | -14.5% | +454.1% | +389.3% |
| 5Y | +263.2% | -64.3% | +327.5% | +425.3% |
| 10Y | +1,900.5% | +2.8% | +1,897.7% | +1,298.4% |
| All | +1,900.5% | +6.5% | +1,894.0% | +1,298.4% |
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 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