-54.7%
KMX vs RVTY
-34.2%
-20.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.1% | +0.9% |
| 7D | -1.9% | -5.4% | +3.6% | +1.1% |
| 30D | +2.6% | +6.7% | -4.2% | -1.1% |
| 3M | +25.6% | +19.0% | +6.6% | +13.8% |
| 6M | +41.9% | +34.6% | +7.2% | +19.3% |
| YTD | +56.0% | +28.3% | +27.8% | +34.4% |
| 1Y | -1.8% | +46.0% | -47.8% | -20.5% |
| 3Y | -25.7% | +16.9% | -42.6% | -35.4% |
| 5Y | -54.7% | -32.9% | -21.8% | -47.6% |
| All | -54.7% | -34.2% | -20.5% | -47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling