+198.5%
ROIV vs KMX
-22.2%
+220.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.3% |
| 7D | +0.6% | +1.9% | -1.3% | +0.3% |
| 30D | +1.0% | +11.7% | -10.7% | -0.9% |
| 3M | +18.3% | +34.9% | -16.6% | +11.8% |
| 6M | +18.3% | +50.3% | -31.9% | +8.9% |
| YTD | +61.0% | +63.8% | -2.8% | +45.6% |
| 1Y | +177.9% | +3.8% | +174.0% | +173.9% |
| All | +198.5% | -22.2% | +220.8% | +206.1% |
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 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