+51.5%
RSP vs KMX
-52.4%
+103.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.3% | -0.2% |
| 7D | -0.4% | -0.7% | +0.3% | -0.3% |
| 30D | -1.5% | +4.1% | -5.6% | -2.4% |
| 3M | +4.8% | +27.5% | -22.7% | -0.9% |
| 6M | +10.3% | +43.6% | -33.3% | +0.8% |
| YTD | +14.1% | +56.8% | -42.7% | +1.7% |
| 1Y | +17.0% | -1.3% | +18.3% | +14.5% |
| 3Y | +54.2% | -25.4% | +79.6% | +57.6% |
| 5Y | +51.5% | -53.9% | +105.4% | +66.6% |
| All | +51.5% | -52.4% | +103.9% | +66.6% |
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