+336.8%
ROIV vs KMX
-14.8%
+351.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.3% |
| 7D | +1.7% | +3.4% | -1.7% | +1.3% |
| 30D | +17.6% | +6.8% | +10.8% | +16.5% |
| 3M | +9.0% | -11.4% | +20.3% | +10.1% |
| 6M | +35.3% | +43.6% | -8.3% | +26.3% |
| YTD | +82.2% | +37.7% | +44.4% | +70.3% |
| 1Y | +92.3% | +53.0% | +39.3% | +76.8% |
| 3Y | +336.8% | -16.3% | +353.1% | +331.8% |
| All | +336.8% | -14.8% | +351.6% | +331.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling