+79.1%
RPRX vs KMX
-44.9%
+124.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.7% |
| 7D | +3.3% | +3.4% | 0.0% | +2.9% |
| 30D | +17.9% | +6.8% | +11.1% | +16.9% |
| 3M | +19.2% | -11.4% | +30.6% | +20.7% |
| 6M | +31.7% | +43.6% | -11.9% | +25.4% |
| YTD | +82.5% | +37.7% | +44.7% | +73.0% |
| 1Y | +78.4% | +53.0% | +25.5% | +66.6% |
| 3Y | +177.0% | -16.3% | +193.3% | +173.5% |
| 5Y | +86.5% | -64.2% | +150.7% | +105.9% |
| All | +79.1% | -44.9% | +124.1% | +82.1% |
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 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