+143.1%
KMI vs DOCN
-30.4%
+173.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.5% | +2.0% |
| 7D | -5.1% | -12.1% | +7.0% | -4.6% |
| 30D | -3.1% | -41.0% | +37.9% | -1.2% |
| 3M | +0.2% | -38.7% | +38.9% | +1.8% |
| 6M | +1.1% | -51.5% | +52.6% | +3.4% |
| YTD | +17.7% | +65.3% | -47.5% | +11.0% |
| 1Y | +19.6% | +53.9% | -34.3% | +13.2% |
| 3Y | +117.6% | +215.6% | -98.0% | +91.7% |
| 5Y | +143.1% | -26.2% | +169.3% | +124.9% |
| All | +143.1% | -30.4% | +173.5% | +124.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling