+617.4%
RVMD vs KMX
-37.9%
+655.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.3% | +3.0% | +0.1% |
| 7D | -1.2% | -0.7% | -0.5% | -1.0% |
| 30D | +1.1% | +4.1% | -3.1% | -0.4% |
| 3M | +39.6% | +27.5% | +12.1% | +27.9% |
| 6M | +110.7% | +43.6% | +67.1% | +83.9% |
| YTD | +160.3% | +56.8% | +103.5% | +120.4% |
| 1Y | +404.9% | -1.3% | +406.2% | +386.5% |
| 3Y | +545.5% | -25.4% | +570.8% | +560.6% |
| 5Y | +584.7% | -53.9% | +638.6% | +685.0% |
| All | +617.4% | -37.9% | +655.2% | +649.5% |
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