+273.8%
ROIV vs KMX
-45.9%
+319.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.1% | +8.3% | +6.6% |
| 7D | +5.3% | -7.4% | +12.7% | +6.9% |
| 30D | +11.9% | -3.4% | +15.3% | +12.4% |
| 3M | +10.7% | -11.3% | +22.0% | +12.6% |
| 6M | +34.9% | +30.6% | +4.3% | +25.0% |
| YTD | +79.2% | +33.2% | +45.9% | +63.7% |
| 1Y | +89.0% | +66.7% | +22.3% | +63.6% |
| 3Y | +337.3% | -22.1% | +359.4% | +334.8% |
| 5Y | +402.3% | -66.7% | +469.0% | +428.4% |
| All | +273.8% | -45.9% | +319.8% | +301.3% |
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 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