+6,893.4%
URI vs KMX
+1,287.2%
+5,606.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.3% |
| 7D | -2.0% | +1.9% | -3.9% | -2.6% |
| 30D | -12.9% | +11.7% | -24.6% | -16.1% |
| 3M | -6.7% | +34.9% | -41.6% | -15.9% |
| 6M | +19.0% | +50.3% | -31.3% | +2.7% |
| YTD | +25.5% | +63.8% | -38.3% | +5.1% |
| 1Y | +5.5% | +3.8% | +1.7% | -0.4% |
| 3Y | +111.3% | -24.3% | +135.6% | +116.8% |
| 5Y | +198.6% | -50.2% | +248.8% | +237.7% |
| 10Y | +1,179.9% | +5.4% | +1,174.5% | +1,048.0% |
| All | +6,893.4% | +1,287.2% | +5,606.3% | +3,534.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling