-54.7%
KMX vs RRC
+154.4%
-209.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -1.9% | -1.7% | -0.1% | -1.5% |
| 30D | +2.6% | +3.6% | -1.0% | +1.8% |
| 3M | +25.6% | +8.8% | +16.7% | +23.2% |
| 6M | +41.9% | +0.8% | +41.1% | +40.9% |
| YTD | +56.0% | +19.0% | +37.1% | +49.3% |
| 1Y | -1.8% | +22.9% | -24.7% | -7.0% |
| 3Y | -25.7% | +32.3% | -58.0% | -31.8% |
| 5Y | -54.7% | +151.6% | -206.3% | -60.8% |
| All | -54.7% | +154.4% | -209.1% | -60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 5y: compounded portfolio wealth divided by compounded RRC 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…
5y analysis · Full analysis span regression · 6 months rolling