+30.8%
RCL vs KMX
+69.2%
-38.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | +8.5% | +1.5% | +7.0% | +8.0% |
| 30D | +20.4% | +3.0% | +17.4% | +19.2% |
| 3M | +11.0% | -7.8% | +18.8% | +13.3% |
| 6M | +24.9% | +34.3% | -9.5% | +13.0% |
| YTD | +23.9% | +40.2% | -16.4% | +4.0% |
| 1Y | +30.8% | +63.0% | -32.2% | -0.3% |
| All | +30.8% | +69.2% | -38.4% | -0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling