+51.0%
RPRX vs KMX
-36.5%
+87.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.6% | -0.4% |
| 7D | -8.4% | -3.1% | -5.3% | -8.0% |
| 30D | -0.6% | +4.4% | -5.1% | -1.2% |
| 3M | +6.4% | +18.9% | -12.5% | +4.0% |
| 6M | +26.6% | +44.3% | -17.7% | +20.2% |
| YTD | +53.8% | +58.7% | -4.9% | +43.6% |
| 1Y | +62.8% | +0.1% | +62.7% | +61.0% |
| 3Y | +118.0% | -24.4% | +142.5% | +120.3% |
| 5Y | +71.2% | -54.4% | +125.6% | +82.7% |
| All | +51.0% | -36.5% | +87.5% | +51.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling