+131.6%
KMI vs DOCU
-71.0%
+202.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.7% |
| 7D | -10.8% | -5.5% | -5.2% | -10.4% |
| 30D | -5.0% | +12.6% | -17.7% | -5.7% |
| 3M | -3.4% | +36.4% | -39.8% | -5.4% |
| 6M | -3.4% | +66.8% | -70.2% | -7.0% |
| YTD | +13.1% | +13.5% | -0.4% | +11.7% |
| 1Y | +19.0% | +11.3% | +7.7% | +17.7% |
| 3Y | +106.1% | +92.1% | +14.1% | +92.6% |
| All | +131.6% | -71.0% | +202.6% | +126.9% |
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