+1,143.3%
RSP vs KMX
+411.9%
+731.4%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +5.1% | -2.8% | +0.8% |
| 7D | +0.4% | -4.1% | +4.5% | +1.6% |
| 30D | +3.7% | +2.9% | +0.9% | +2.6% |
| 3M | +0.8% | -7.0% | +7.8% | +2.3% |
| 6M | +9.1% | +34.1% | -25.1% | -1.3% |
| YTD | +16.7% | +40.0% | -23.3% | +2.7% |
| 1Y | +19.7% | +67.2% | -47.5% | -0.3% |
| 3Y | +66.7% | -13.4% | +80.1% | +60.2% |
| 5Y | +48.7% | -65.1% | +113.7% | +79.0% |
| 10Y | +215.6% | +6.9% | +208.7% | +152.0% |
| All | +1,143.3% | +411.9% | +731.4% | +447.0% |
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