+154.7%
KMI vs DOCU
-78.0%
+232.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -0.9% |
| 7D | -0.5% | +6.9% | -7.4% | -0.9% |
| 30D | +0.9% | +19.0% | -18.1% | -0.3% |
| 3M | 0.0% | +34.3% | -34.3% | -2.0% |
| 6M | -5.7% | +48.0% | -53.7% | -8.4% |
| YTD | +17.5% | 0.0% | +17.5% | +17.1% |
| 1Y | +22.3% | -10.3% | +32.6% | +22.6% |
| 3Y | +111.9% | +32.4% | +79.5% | +103.9% |
| All | +154.7% | -78.0% | +232.6% | +145.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling