+98.6%
DOCU vs KMX
-15.6%
+114.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.6% | +2.6% | -0.4% |
| 7D | -3.2% | -6.4% | +3.1% | -1.1% |
| 30D | +15.7% | -4.9% | +20.5% | +17.1% |
| 3M | +37.3% | -7.2% | +44.5% | +39.8% |
| 6M | +63.1% | +41.2% | +21.9% | +41.2% |
| YTD | +15.4% | +36.1% | -20.7% | -0.9% |
| 1Y | +11.3% | +28.9% | -17.6% | -4.4% |
| 3Y | +92.1% | -21.5% | +113.5% | +92.6% |
| 5Y | -70.5% | -66.0% | -4.5% | -62.9% |
| All | +98.6% | -15.6% | +114.3% | +108.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling