+162.9%
RTX vs KMX
-54.2%
+217.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.6% |
| 7D | -1.6% | -1.9% | +0.2% | -1.4% |
| 30D | -11.6% | +2.6% | -14.1% | -11.8% |
| 3M | +9.2% | +25.6% | -16.4% | +6.4% |
| 6M | -4.4% | +41.9% | -46.3% | -8.5% |
| YTD | +8.9% | +56.0% | -47.1% | +2.9% |
| 1Y | +32.1% | -1.8% | +33.9% | +31.0% |
| 3Y | +151.2% | -25.7% | +177.0% | +154.5% |
| 5Y | +162.9% | -54.7% | +217.7% | +190.0% |
| All | +162.9% | -54.2% | +217.1% | +190.0% |
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 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