+34.4%
URI vs KMX
+55.6%
-21.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.5% | -1.6% |
| 7D | +6.7% | +3.4% | +3.3% | +5.8% |
| 30D | +8.9% | +6.8% | +2.0% | +6.9% |
| 3M | +0.5% | -11.4% | +11.9% | +3.1% |
| 6M | +20.7% | +43.6% | -22.9% | +6.7% |
| YTD | +40.0% | +37.7% | +2.3% | +23.2% |
| 1Y | +34.4% | +53.0% | -18.6% | +11.6% |
| All | +34.4% | +55.6% | -21.2% | +11.6% |
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