+292.2%
DOV vs KMX
+11.6%
+280.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.5% |
| 7D | -2.0% | -3.1% | +1.1% | -1.0% |
| 30D | -8.9% | +4.4% | -13.3% | -10.3% |
| 3M | -13.3% | +18.9% | -32.2% | -18.8% |
| 6M | -9.7% | +44.3% | -53.9% | -21.7% |
| YTD | -2.5% | +58.7% | -61.1% | -18.7% |
| 1Y | +7.2% | +0.1% | +7.1% | +2.2% |
| 3Y | +39.4% | -24.4% | +63.8% | +42.3% |
| 5Y | +15.8% | -54.4% | +70.3% | +35.5% |
| All | +292.2% | +11.6% | +280.6% | +198.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling