+605.1%
RVMD vs KMX
-37.1%
+642.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.2% |
| 7D | -3.0% | -3.1% | +0.1% | -2.0% |
| 30D | -0.7% | +4.4% | -5.2% | -2.3% |
| 3M | +36.5% | +18.9% | +17.6% | +28.0% |
| 6M | +104.6% | +44.3% | +60.3% | +78.3% |
| YTD | +155.8% | +58.7% | +97.1% | +115.8% |
| 1Y | +340.7% | +0.1% | +340.6% | +322.2% |
| 3Y | +519.9% | -24.4% | +544.4% | +531.9% |
| 5Y | +584.9% | -54.4% | +639.4% | +689.0% |
| All | +605.1% | -37.1% | +642.2% | +633.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling