+11.3%
DOCU vs KMX
+42.7%
-31.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.5% | -1.4% |
| 7D | -5.5% | -7.4% | +1.8% | -4.8% |
| 30D | +12.6% | -3.4% | +16.0% | +12.9% |
| 3M | +36.4% | -11.3% | +47.7% | +38.0% |
| 6M | +66.8% | +30.6% | +36.2% | +61.4% |
| YTD | +13.5% | +33.2% | -19.8% | +7.0% |
| 1Y | +11.3% | +66.7% | -55.4% | -7.3% |
| All | +11.3% | +42.7% | -31.4% | -7.3% |
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