+154.4%
TRV vs KMX
-55.4%
+209.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | +0.5% |
| 7D | -1.5% | -3.4% | +1.9% | -1.2% |
| 30D | -1.8% | +4.0% | -5.8% | -2.1% |
| 3M | +21.6% | +24.8% | -3.2% | +19.0% |
| 6M | +22.5% | +43.6% | -21.2% | +18.1% |
| YTD | +28.1% | +56.6% | -28.5% | +22.2% |
| 1Y | +37.0% | +2.2% | +34.8% | +35.5% |
| 3Y | +141.9% | -25.4% | +167.3% | +144.6% |
| All | +154.4% | -55.4% | +209.8% | +173.6% |
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 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