+154.7%
KMI vs DOCN
+54.1%
+100.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -0.7% |
| 7D | -0.5% | +1.1% | -1.6% | -0.6% |
| 30D | +0.9% | -9.6% | +10.5% | +1.2% |
| 3M | 0.0% | -37.7% | +37.7% | +1.7% |
| 6M | -5.7% | +115.2% | -120.9% | -11.0% |
| YTD | +17.5% | +133.7% | -116.2% | +10.0% |
| 1Y | +22.3% | +250.2% | -227.9% | +11.2% |
| 3Y | +111.9% | +320.3% | -208.4% | +86.4% |
| All | +154.7% | +54.1% | +100.6% | +123.2% |
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