+220.9%
KMI vs DOCU
+110.9%
+110.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +6.0% | +1.6% | +4.5% | +5.9% |
| 30D | -3.4% | +10.8% | -14.2% | -4.0% |
| 3M | +1.8% | +38.0% | -36.2% | -0.3% |
| 6M | +0.4% | +77.4% | -77.0% | -3.3% |
| YTD | +20.8% | +17.2% | +3.7% | +19.1% |
| 1Y | +23.0% | +15.6% | +7.4% | +21.2% |
| 3Y | +123.3% | +95.6% | +27.7% | +110.1% |
| 5Y | +149.8% | -69.7% | +219.5% | +151.1% |
| All | +220.9% | +110.9% | +110.0% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling