-24.3%
UBER vs KMX
+3.5%
-27.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.3% |
| 7D | -5.4% | -3.1% | -2.3% | -5.1% |
| 30D | -4.9% | +4.4% | -9.3% | -5.2% |
| 3M | +3.0% | +18.9% | -15.9% | +1.7% |
| 6M | -4.4% | +44.3% | -48.7% | -7.1% |
| YTD | -12.3% | +58.7% | -71.0% | -15.1% |
| 1Y | -24.3% | +0.1% | -24.4% | -25.2% |
| All | -24.3% | +3.5% | -27.8% | -25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling