-76.5%
DOCU vs KMX
-50.1%
-26.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.3% |
| 7D | +6.9% | +1.9% | +5.0% | +6.0% |
| 30D | +19.0% | +11.7% | +7.3% | +13.5% |
| 3M | +34.3% | +34.9% | -0.6% | +16.8% |
| 6M | +48.0% | +50.3% | -2.3% | +20.3% |
| YTD | 0.0% | +63.8% | -63.8% | -23.1% |
| 1Y | -10.3% | +3.8% | -14.1% | -16.3% |
| 3Y | +32.4% | -24.3% | +56.7% | +38.4% |
| All | -76.5% | -50.1% | -26.5% | -70.3% |
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 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