-10.2%
KMX vs RACE
+658.9%
-669.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.5% |
| 7D | -7.4% | +5.1% | -12.5% | -9.5% |
| 30D | -3.4% | +7.7% | -11.1% | -6.5% |
| 3M | -11.3% | +2.2% | -13.5% | -12.2% |
| 6M | +30.6% | +23.8% | +6.8% | +18.0% |
| YTD | +33.2% | +13.9% | +19.3% | +23.6% |
| 1Y | +66.7% | +3.8% | +62.9% | +61.2% |
| 3Y | -22.1% | +28.0% | -50.1% | -34.8% |
| 5Y | -66.7% | +64.9% | -131.6% | -75.9% |
| 10Y | +1.9% | +780.4% | -778.4% | -63.2% |
| All | -10.2% | +658.9% | -669.0% | -70.0% |
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