+146.4%
KMI vs DOCN
-29.3%
+175.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | -0.1% |
| 7D | +6.5% | +19.1% | -12.6% | +5.7% |
| 30D | -3.4% | -21.0% | +17.6% | -2.7% |
| 3M | +0.4% | -34.7% | +35.1% | +1.7% |
| 6M | -0.9% | -45.8% | +44.8% | +0.8% |
| YTD | +20.5% | +79.4% | -58.9% | +13.1% |
| 1Y | +23.2% | +91.0% | -67.8% | +15.1% |
| 3Y | +121.6% | +237.5% | -115.8% | +94.3% |
| All | +146.4% | -29.3% | +175.7% | +130.3% |
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