+13.7%
DOCU vs KMX
+35.0%
-21.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | -0.2% |
| 7D | -3.7% | +2.1% | -5.8% | -3.9% |
| 30D | +15.0% | +0.5% | +14.4% | +14.7% |
| 3M | +39.9% | -4.1% | +44.0% | +40.3% |
| 6M | +66.2% | +49.5% | +16.6% | +59.3% |
| YTD | +17.7% | +42.7% | -25.0% | +12.9% |
| 1Y | +13.7% | +35.3% | -21.6% | +9.1% |
| All | +13.7% | +35.0% | -21.3% | +9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling