+3,245.4%
RTX vs KMX
+475.4%
+2,770.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.9% |
| 7D | -5.2% | +1.9% | -7.1% | -5.5% |
| 30D | -9.4% | +11.7% | -21.1% | -11.3% |
| 3M | +12.3% | +34.9% | -22.6% | +5.5% |
| 6M | -3.1% | +50.3% | -53.4% | -11.3% |
| YTD | +10.7% | +63.8% | -53.1% | -0.8% |
| 1Y | +28.4% | +3.8% | +24.6% | +23.4% |
| 3Y | +147.1% | -24.3% | +171.3% | +145.4% |
| 5Y | +167.2% | -50.2% | +217.5% | +177.9% |
| 10Y | +274.7% | +5.4% | +269.3% | +232.2% |
| All | +3,245.4% | +475.4% | +2,770.0% | +1,919.6% |
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 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