+107.7%
KMI vs DOCN
+182.8%
-75.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -15.9% | +11.6% | -3.9% |
| 7D | -10.3% | -29.3% | +18.9% | -9.8% |
| 30D | -5.3% | -46.0% | +40.7% | -4.4% |
| 3M | -2.1% | -43.2% | +41.1% | -1.4% |
| 6M | -4.8% | -53.7% | +48.9% | -3.9% |
| YTD | +14.0% | +46.9% | -33.0% | +9.0% |
| 1Y | +20.9% | +54.3% | -33.5% | +15.2% |
| All | +107.7% | +182.8% | -75.1% | +85.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling