+10.9%
KRE vs MPWR
+124.2%
-113.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.2% | -5.4% | -1.1% |
| 7D | +0.3% | -1.7% | +2.0% | +0.4% |
| 30D | +4.8% | -16.5% | +21.3% | +8.0% |
| 3M | -5.1% | -12.3% | +7.2% | -3.5% |
| 6M | +3.3% | -27.7% | +31.0% | +7.6% |
| YTD | +13.3% | +32.0% | -18.7% | +2.5% |
| 1Y | +22.9% | +25.1% | -2.2% | +12.3% |
| 3Y | +82.1% | +146.5% | -64.4% | +33.1% |
| All | +10.9% | +124.2% | -113.3% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling