+77.9%
RPRX vs KMX
-54.2%
+132.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -4.0% | -1.9% | -2.1% | -3.8% |
| 30D | +4.9% | +2.6% | +2.4% | +4.6% |
| 3M | +9.4% | +25.6% | -16.2% | +6.3% |
| 6M | +33.3% | +41.9% | -8.6% | +27.2% |
| YTD | +59.0% | +56.0% | +2.9% | +49.3% |
| 1Y | +69.2% | -1.8% | +71.0% | +68.1% |
| 3Y | +124.1% | -25.7% | +149.8% | +127.3% |
| 5Y | +77.9% | -54.7% | +132.6% | +89.1% |
| All | +77.9% | -54.2% | +132.0% | +89.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling