+26.6%
KMI vs DOCN
+110.0%
-83.5%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.2% | +3.1% | -4.3% |
| 7D | -5.2% | -20.0% | +14.8% | -5.7% |
| 30D | +1.2% | -38.8% | +40.0% | +0.2% |
| 3M | +1.3% | -34.8% | +36.2% | +0.5% |
| 6M | -1.1% | -22.8% | +21.6% | -1.5% |
| YTD | +19.0% | +74.6% | -55.6% | +19.1% |
| 1Y | +26.6% | +116.4% | -89.9% | +24.7% |
| All | +26.6% | +110.0% | -83.5% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling