-69.4%
DOCU vs KMX
-64.6%
-4.8%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.5% | +0.3% |
| 7D | +4.1% | +3.4% | +0.7% | +2.5% |
| 30D | +7.4% | +6.8% | +0.5% | +3.8% |
| 3M | +26.0% | -11.4% | +37.4% | +31.2% |
| 6M | +79.2% | +43.6% | +35.6% | +48.3% |
| YTD | +18.1% | +37.7% | -19.7% | -3.8% |
| 1Y | +20.5% | +53.0% | -32.5% | -7.2% |
| 3Y | +96.4% | -16.3% | +112.7% | +86.1% |
| All | -69.4% | -64.6% | -4.8% | -53.4% |
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