+3,253.7%
RTX vs KMX
+389.9%
+2,863.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +1.4% | -2.3% | +3.7% | +1.9% |
| 30D | +7.8% | +6.3% | +1.5% | +6.5% |
| 3M | -9.8% | -7.4% | -2.4% | -8.8% |
| 6M | +13.5% | +37.9% | -24.4% | +5.8% |
| YTD | +10.9% | +39.5% | -28.5% | +2.1% |
| 1Y | +14.0% | +57.9% | -43.9% | +2.3% |
| 3Y | +159.9% | -15.0% | +174.9% | +152.1% |
| 5Y | +151.7% | -64.1% | +215.8% | +178.6% |
| 10Y | +269.0% | -1.6% | +270.6% | +231.4% |
| All | +3,253.7% | +389.9% | +2,863.8% | +1,979.9% |
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