+3.4%
UUUU vs KMX
+3.5%
-0.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.3% | -6.3% | -5.3% |
| 7D | -10.5% | -3.1% | -7.4% | -9.9% |
| 30D | -10.5% | +4.4% | -15.0% | -11.4% |
| 3M | -14.1% | +18.9% | -33.0% | -18.0% |
| 6M | -35.5% | +44.3% | -79.8% | -41.9% |
| YTD | -10.9% | +58.7% | -69.6% | -20.9% |
| 1Y | +3.4% | +0.1% | +3.2% | -7.5% |
| All | +3.4% | +3.5% | -0.1% | -7.5% |
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 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