+7,210.0%
URI vs KMX
+1,028.3%
+6,181.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.3% | +1.8% |
| 7D | -9.8% | -7.4% | -2.4% | -7.6% |
| 30D | +1.7% | -3.4% | +5.1% | +2.6% |
| 3M | -9.1% | -11.3% | +2.3% | -6.1% |
| 6M | +9.9% | +30.6% | -20.7% | -0.6% |
| YTD | +31.2% | +33.2% | -2.0% | +16.7% |
| 1Y | +25.9% | +66.7% | -40.8% | +3.9% |
| 3Y | +147.4% | -22.1% | +169.4% | +151.1% |
| 5Y | +179.7% | -66.7% | +246.5% | +258.4% |
| 10Y | +1,419.5% | +1.9% | +1,417.6% | +1,281.6% |
| All | +7,210.0% | +1,028.3% | +6,181.7% | +3,935.5% |
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