+19.6%
KMI vs DOCS
-40.0%
+59.6%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.4% | +1.9% |
| 7D | -5.1% | -0.6% | -4.6% | -5.1% |
| 30D | -3.1% | +6.3% | -9.4% | -2.7% |
| 3M | +0.2% | +26.5% | -26.2% | +1.8% |
| 6M | +1.1% | +24.8% | -23.7% | +3.6% |
| YTD | +17.7% | -26.8% | +44.5% | +20.7% |
| 1Y | +19.6% | -38.3% | +57.9% | +24.0% |
| All | +19.6% | -40.0% | +59.6% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling