+10.5%
KMX vs RACE
+647.6%
-637.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.9% |
| 7D | +1.9% | -2.5% | +4.4% | +3.0% |
| 30D | +11.7% | +0.8% | +10.9% | +11.2% |
| 3M | +34.9% | +17.2% | +17.7% | +25.1% |
| 6M | +50.3% | +13.6% | +36.7% | +40.6% |
| YTD | +63.8% | +12.2% | +51.6% | +52.8% |
| 1Y | +3.8% | -16.3% | +20.1% | +10.1% |
| 3Y | -24.3% | +36.4% | -60.7% | -38.8% |
| 5Y | -50.2% | +95.0% | -145.2% | -66.5% |
| 10Y | +5.4% | +813.2% | -807.9% | -62.5% |
| All | +10.5% | +647.6% | -637.2% | -62.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling