+55.9%
RSP vs KMX
-22.2%
+78.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.7% |
| 7D | -0.8% | +1.9% | -2.7% | -1.1% |
| 30D | -0.3% | +11.7% | -12.0% | -2.2% |
| 3M | +4.3% | +34.9% | -30.6% | -1.4% |
| 6M | +8.8% | +50.3% | -41.4% | +0.2% |
| YTD | +15.3% | +63.8% | -48.5% | +4.0% |
| 1Y | +18.3% | +3.8% | +14.4% | +16.2% |
| All | +55.9% | -22.2% | +78.1% | +54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling