-71.7%
DOCU vs KMX
-66.8%
-4.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.5% | -0.8% |
| 7D | -5.5% | -7.4% | +1.8% | -2.6% |
| 30D | +12.6% | -3.4% | +16.0% | +13.6% |
| 3M | +36.4% | -11.3% | +47.7% | +42.2% |
| 6M | +66.8% | +30.6% | +36.2% | +44.1% |
| YTD | +13.5% | +33.2% | -19.8% | -6.2% |
| 1Y | +11.3% | +66.7% | -55.4% | -18.3% |
| 3Y | +92.1% | -22.1% | +114.1% | +89.2% |
| All | -71.7% | -66.8% | -4.9% | -53.8% |
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