+1,157.2%
URI vs KMX
+0.4%
+1,156.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.3% | +4.8% | +2.5% |
| 7D | +2.5% | -0.7% | +3.2% | +2.8% |
| 30D | -12.5% | +4.1% | -16.7% | -14.5% |
| 3M | -6.2% | +27.5% | -33.7% | -17.7% |
| 6M | +25.9% | +43.6% | -17.7% | +2.6% |
| YTD | +26.2% | +56.8% | -30.6% | -2.1% |
| 1Y | +5.5% | -1.3% | +6.8% | -1.0% |
| 3Y | +125.0% | -25.4% | +150.4% | +134.3% |
| 5Y | +210.4% | -53.9% | +264.3% | +294.2% |
| 10Y | +1,157.2% | +0.7% | +1,156.5% | +787.9% |
| All | +1,157.2% | +0.4% | +1,156.7% | +787.9% |
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