+14,013.7%
RGEN vs KMX
+475.4%
+13,538.3%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.3% |
| 7D | -4.9% | +1.9% | -6.8% | -5.2% |
| 30D | +5.7% | +11.7% | -6.0% | +4.0% |
| 3M | +32.4% | +34.9% | -2.5% | +26.3% |
| 6M | +33.2% | +50.3% | -17.1% | +24.5% |
| YTD | +2.3% | +63.8% | -61.5% | -5.7% |
| 1Y | +39.0% | +3.8% | +35.2% | +35.5% |
| 3Y | -4.6% | -24.3% | +19.6% | -3.3% |
| 5Y | -42.7% | -50.2% | +7.5% | -39.7% |
| 10Y | +433.6% | +5.4% | +428.2% | +406.0% |
| All | +14,013.7% | +475.4% | +13,538.3% | +12,003.1% |
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