+23.0%
KMI vs DOCN
+77.9%
-54.9%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.4% | -2.0% | +1.4% |
| 7D | +6.0% | +27.4% | -21.4% | +6.3% |
| 30D | -3.4% | -29.7% | +26.4% | -4.3% |
| 3M | +1.8% | -32.5% | +34.2% | +0.7% |
| 6M | +0.4% | -42.2% | +42.6% | -0.8% |
| YTD | +20.8% | +87.2% | -66.3% | +23.1% |
| 1Y | +23.0% | +86.2% | -63.2% | +25.5% |
| All | +23.0% | +77.9% | -54.9% | +25.5% |
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