-26.7%
RIOT vs KMX
-54.8%
+28.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +1.6% |
| 7D | -1.5% | -3.1% | +1.6% | +0.4% |
| 30D | +5.7% | +4.4% | +1.2% | +2.6% |
| 3M | -17.9% | +18.9% | -36.8% | -28.1% |
| 6M | +45.0% | +44.3% | +0.7% | +9.0% |
| YTD | +69.5% | +58.7% | +10.8% | +18.3% |
| 1Y | +37.2% | +0.1% | +37.1% | +27.5% |
| 3Y | +111.7% | -24.4% | +136.2% | +131.3% |
| All | -26.7% | -54.8% | +28.1% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling