+107.7%
KMI vs DOCU
+91.1%
+16.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.0% | -2.3% | -4.2% |
| 7D | -10.3% | -3.2% | -7.1% | -10.2% |
| 30D | -5.3% | +15.7% | -21.0% | -5.8% |
| 3M | -2.1% | +37.3% | -39.4% | -3.4% |
| 6M | -4.8% | +63.1% | -67.9% | -6.9% |
| YTD | +14.0% | +15.4% | -1.4% | +13.9% |
| 1Y | +20.9% | +11.3% | +9.6% | +21.0% |
| All | +107.7% | +91.1% | +16.6% | +100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling