+94.0%
KRE vs MPWR
+1,725.0%
-1,631.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.1% |
| 7D | +0.3% | +2.2% | -1.9% | -0.8% |
| 30D | +5.9% | -2.1% | +8.0% | +5.5% |
| 3M | -3.3% | -1.6% | -1.8% | -4.4% |
| 6M | +5.8% | -14.9% | +20.8% | +6.6% |
| YTD | +14.7% | +50.5% | -35.8% | -2.5% |
| 1Y | +22.0% | +40.0% | -18.0% | +5.7% |
| 3Y | +91.6% | +175.0% | -83.3% | +24.9% |
| 5Y | +13.0% | +162.0% | -149.0% | -30.9% |
| 10Y | +94.0% | +1,791.8% | -1,697.9% | -46.7% |
| All | +94.0% | +1,725.0% | -1,631.0% | -46.7% |
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