+3,497.1%
RCL vs KMX
+391.9%
+3,105.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.1% | -2.1% | +1.2% |
| 7D | +5.0% | -4.1% | +9.0% | +6.5% |
| 30D | +19.4% | +2.9% | +16.5% | +18.1% |
| 3M | +5.9% | -7.0% | +12.9% | +8.2% |
| 6M | +23.8% | +34.1% | -10.3% | +10.5% |
| YTD | +22.8% | +40.0% | -17.2% | +6.4% |
| 1Y | +34.3% | +67.2% | -33.0% | +9.2% |
| 3Y | +276.4% | -13.4% | +289.9% | +270.1% |
| 5Y | +281.6% | -65.1% | +346.6% | +398.1% |
| 10Y | +379.0% | +6.9% | +372.1% | +348.4% |
| All | +3,497.1% | +391.9% | +3,105.2% | +1,720.3% |
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 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