+30.6%
UPS vs KMX
+35.0%
-4.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.3% | +1.4% | +4.2% |
| 7D | +8.2% | +2.1% | +6.1% | +7.9% |
| 30D | +22.7% | +0.5% | +22.2% | +22.5% |
| 3M | +6.4% | -4.1% | +10.6% | +6.9% |
| 6M | +22.6% | +49.5% | -26.9% | +16.2% |
| YTD | +20.7% | +42.7% | -22.0% | +14.9% |
| 1Y | +30.6% | +35.3% | -4.7% | +24.4% |
| All | +30.6% | +35.0% | -4.3% | +24.4% |
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 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