+4,085.4%
RBA vs KMX
+964.5%
+3,120.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | +0.6% | -2.3% | +2.9% | +0.9% |
| 30D | +9.0% | +6.3% | +2.7% | +8.1% |
| 3M | +7.2% | -7.4% | +14.5% | +8.0% |
| 6M | -7.8% | +37.9% | -45.7% | -11.7% |
| YTD | -6.4% | +39.5% | -45.8% | -10.8% |
| 1Y | -4.2% | +57.9% | -62.0% | -10.1% |
| 3Y | +64.1% | -15.0% | +79.0% | +63.0% |
| 5Y | +48.4% | -64.1% | +112.5% | +59.4% |
| 10Y | +209.9% | -1.6% | +211.5% | +192.8% |
| All | +4,085.4% | +964.5% | +3,120.9% | +3,373.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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