+235.9%
ROIV vs KMX
-33.5%
+269.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.3% |
| 7D | +0.6% | +1.9% | -1.3% | +0.2% |
| 30D | +1.0% | +11.7% | -10.7% | -1.5% |
| 3M | +18.3% | +34.9% | -16.6% | +10.1% |
| 6M | +18.3% | +50.3% | -31.9% | +6.7% |
| YTD | +61.0% | +63.8% | -2.8% | +41.8% |
| 1Y | +177.9% | +3.8% | +174.0% | +168.3% |
| 3Y | +199.1% | -24.3% | +223.3% | +205.2% |
| 5Y | +250.7% | -50.2% | +300.9% | +258.5% |
| All | +235.9% | -33.5% | +269.4% | +247.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling