+212.0%
KMI vs DOCU
+80.0%
+132.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -0.8% |
| 7D | -0.5% | +6.9% | -7.4% | -0.9% |
| 30D | +0.9% | +19.0% | -18.1% | -0.2% |
| 3M | 0.0% | +34.3% | -34.3% | -2.0% |
| 6M | -5.7% | +48.0% | -53.7% | -8.3% |
| YTD | +17.5% | 0.0% | +17.5% | +17.0% |
| 1Y | +22.3% | -10.3% | +32.6% | +22.4% |
| 3Y | +111.9% | +32.4% | +79.5% | +104.3% |
| 5Y | +151.8% | -77.9% | +229.8% | +157.8% |
| All | +212.0% | +80.0% | +132.0% | +156.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling