+131.8%
KMI vs DOCS
-54.0%
+185.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.3% | +0.1% | -4.0% |
| 7D | -10.3% | -1.3% | -9.0% | -10.3% |
| 30D | -5.3% | +19.4% | -24.7% | -6.1% |
| 3M | -2.1% | +53.4% | -55.5% | -4.4% |
| 6M | -4.8% | +28.8% | -33.5% | -6.4% |
| YTD | +14.0% | -25.1% | +39.0% | +15.5% |
| 1Y | +20.9% | -48.1% | +69.0% | +25.3% |
| 3Y | +105.3% | +51.4% | +53.9% | +96.2% |
| 5Y | +131.8% | -51.1% | +182.9% | +124.6% |
| All | +131.8% | -54.0% | +185.8% | +124.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling