+19.6%
KMI vs DOCN
+58.0%
-38.4%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.5% | +2.0% |
| 7D | -5.1% | -12.1% | +7.0% | -5.4% |
| 30D | -3.1% | -41.0% | +37.9% | -4.3% |
| 3M | +0.2% | -38.7% | +38.9% | -0.8% |
| 6M | +1.1% | -51.5% | +52.6% | -0.4% |
| YTD | +17.7% | +65.3% | -47.5% | +19.5% |
| 1Y | +19.6% | +53.9% | -34.3% | +21.8% |
| All | +19.6% | +58.0% | -38.4% | +21.8% |
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