+2,006.3%
DOV vs KMX
+383.8%
+1,622.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | 0.0% |
| 7D | +3.0% | +3.4% | -0.4% | +2.3% |
| 30D | +8.6% | +6.8% | +1.8% | +6.9% |
| 3M | +1.9% | -11.4% | +13.2% | +4.1% |
| 6M | -1.7% | +43.6% | -45.2% | -9.9% |
| YTD | +8.3% | +37.7% | -29.4% | -0.8% |
| 1Y | +16.6% | +53.0% | -36.4% | +4.3% |
| 3Y | +65.1% | -16.3% | +81.4% | +63.5% |
| 5Y | +29.2% | -64.2% | +93.4% | +48.0% |
| 10Y | +329.7% | -2.8% | +332.5% | +295.2% |
| All | +2,006.3% | +383.8% | +1,622.5% | +1,248.8% |
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 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