+126.5%
KRE vs MPWR
+1,636.1%
-1,509.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | +1.3% | -2.6% | +3.9% | +2.0% |
| 30D | -2.7% | -9.0% | +6.4% | -0.4% |
| 3M | +8.2% | -25.8% | +34.0% | +14.9% |
| 6M | +12.8% | +11.8% | +1.1% | +5.8% |
| YTD | +17.5% | +35.5% | -18.0% | +4.0% |
| 1Y | +16.6% | +45.3% | -28.7% | +0.3% |
| 3Y | +79.5% | +138.5% | -59.0% | +22.8% |
| 5Y | +32.4% | +152.8% | -120.3% | -18.1% |
| All | +126.5% | +1,636.1% | -1,509.6% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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