+16.4%
DOV vs KMX
-54.2%
+70.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | +1.3% | -1.9% | +3.2% | +1.8% |
| 30D | -8.6% | +2.6% | -11.2% | -9.3% |
| 3M | -13.1% | +25.6% | -38.7% | -18.7% |
| 6M | -8.8% | +41.9% | -50.7% | -18.2% |
| YTD | -1.2% | +56.0% | -57.3% | -14.2% |
| 1Y | +10.7% | -1.8% | +12.5% | +7.9% |
| 3Y | +39.3% | -25.7% | +65.0% | +44.0% |
| 5Y | +16.4% | -54.7% | +71.2% | +30.4% |
| All | +16.4% | -54.2% | +70.6% | +30.4% |
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