+1,127.7%
RSP vs KMX
+498.8%
+629.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.8% |
| 7D | -0.8% | +1.9% | -2.7% | -1.3% |
| 30D | -0.3% | +11.7% | -12.0% | -3.5% |
| 3M | +4.3% | +34.9% | -30.6% | -5.1% |
| 6M | +8.8% | +50.3% | -41.4% | -5.0% |
| YTD | +15.3% | +63.8% | -48.5% | -2.5% |
| 1Y | +18.3% | +3.8% | +14.4% | +11.7% |
| 3Y | +52.8% | -24.3% | +77.1% | +53.3% |
| 5Y | +51.7% | -50.2% | +101.9% | +64.2% |
| 10Y | +208.5% | +5.4% | +203.1% | +148.6% |
| All | +1,127.7% | +498.8% | +629.0% | +419.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling