-9.7%
RKT vs KMX
-54.2%
+44.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.5% |
| 7D | -1.0% | -1.9% | +0.9% | 0.0% |
| 30D | -2.4% | +2.6% | -5.0% | -3.7% |
| 3M | +1.9% | +25.6% | -23.7% | -9.9% |
| 6M | -13.9% | +41.9% | -55.7% | -29.6% |
| YTD | -30.6% | +56.0% | -86.7% | -46.4% |
| 1Y | -34.4% | -1.8% | -32.6% | -37.4% |
| 3Y | +38.2% | -25.7% | +63.9% | +48.5% |
| 5Y | -9.7% | -54.7% | +45.1% | +12.0% |
| All | -9.7% | -54.2% | +44.5% | +12.0% |
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