+0.7%
KMX vs RACE
+793.3%
-792.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -3.8% |
| 7D | -0.7% | -1.0% | +0.3% | -0.2% |
| 30D | +4.1% | -1.5% | +5.6% | +4.7% |
| 3M | +27.5% | +15.5% | +12.1% | +18.9% |
| 6M | +43.6% | +17.3% | +26.3% | +32.2% |
| YTD | +56.8% | +11.1% | +45.6% | +46.6% |
| 1Y | -1.3% | -14.3% | +12.9% | +3.7% |
| 3Y | -25.4% | +40.2% | -65.6% | -41.4% |
| 5Y | -53.9% | +92.6% | -146.5% | -69.6% |
| 10Y | +0.7% | +786.6% | -785.9% | -65.2% |
| All | +0.7% | +793.3% | -792.6% | -65.2% |
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