-15.7%
RMD vs KMX
+5.0%
-20.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.5% |
| 7D | -5.0% | +1.9% | -6.9% | -5.2% |
| 30D | +2.2% | +11.7% | -9.5% | +1.1% |
| 3M | +17.8% | +34.9% | -17.0% | +14.2% |
| 6M | -11.3% | +50.3% | -61.6% | -15.4% |
| YTD | -4.4% | +63.8% | -68.2% | -9.0% |
| 1Y | -15.7% | +3.8% | -19.6% | -15.3% |
| All | -15.7% | +5.0% | -20.7% | -15.3% |
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