+131.6%
KMI vs DOCN
-32.3%
+163.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -0.9% |
| 7D | -10.8% | -19.2% | +8.4% | -10.0% |
| 30D | -5.0% | -43.1% | +38.0% | -3.0% |
| 3M | -3.4% | -40.7% | +37.3% | -1.7% |
| 6M | -3.4% | -55.0% | +51.6% | -0.9% |
| YTD | +13.1% | +50.6% | -37.5% | +7.1% |
| 1Y | +19.0% | +54.0% | -34.9% | +12.4% |
| 3Y | +106.1% | +203.9% | -97.8% | +81.5% |
| All | +131.6% | -32.3% | +163.8% | +115.5% |
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 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