+8.0%
KMX vs RVTY
+145.6%
-137.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | 0.0% |
| 7D | -3.1% | -4.5% | +1.4% | -0.9% |
| 30D | +4.4% | +5.5% | -1.0% | +1.6% |
| 3M | +18.9% | +22.5% | -3.6% | +7.2% |
| 6M | +44.3% | +38.9% | +5.4% | +21.4% |
| YTD | +58.7% | +28.7% | +30.0% | +38.3% |
| 1Y | +0.1% | +45.5% | -45.4% | -17.3% |
| 3Y | -24.4% | +16.4% | -40.8% | -32.9% |
| 5Y | -54.4% | -32.7% | -21.7% | -49.2% |
| All | +8.0% | +145.6% | -137.7% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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