-6.5%
KMX vs RACE
+729.2%
-735.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.6% |
| 7D | +3.4% | -1.2% | +4.6% | +4.0% |
| 30D | +6.8% | +6.1% | +0.7% | +4.0% |
| 3M | -11.4% | -0.3% | -11.1% | -11.3% |
| 6M | +43.6% | +23.4% | +20.1% | +29.5% |
| YTD | +37.7% | +12.5% | +25.2% | +28.2% |
| 1Y | +53.0% | -0.5% | +53.4% | +50.8% |
| 3Y | -16.3% | +23.6% | -39.9% | -29.5% |
| 5Y | -64.2% | +65.4% | -129.7% | -74.8% |
| All | -6.5% | +729.2% | -735.6% | -67.1% |
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