+6.9%
KMX vs RACE
+738.3%
-731.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +4.8% |
| 7D | -4.1% | +3.9% | -8.0% | -5.8% |
| 30D | +2.9% | +7.4% | -4.6% | -0.5% |
| 3M | -7.0% | +1.6% | -8.6% | -7.7% |
| 6M | +34.1% | +23.3% | +10.8% | +21.0% |
| YTD | +40.0% | +14.7% | +25.4% | +29.2% |
| 1Y | +67.2% | +2.5% | +64.7% | +62.5% |
| 3Y | -13.4% | +28.0% | -41.4% | -28.3% |
| 5Y | -65.1% | +69.8% | -134.9% | -75.6% |
| 10Y | +6.9% | +734.9% | -728.0% | -58.8% |
| All | +6.9% | +738.3% | -731.4% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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