+158.5%
MP vs KR
+37.0%
+121.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.2% |
| 7D | +3.0% | -1.3% | +4.3% | +2.8% |
| 30D | +8.3% | +1.5% | +6.8% | +8.6% |
| 3M | -3.8% | -8.5% | +4.7% | -4.5% |
| 6M | -4.9% | -21.9% | +17.0% | -5.9% |
| YTD | +9.6% | -6.9% | +16.5% | +7.4% |
| 1Y | -11.7% | -14.0% | +2.3% | -13.0% |
| 3Y | +158.5% | +30.3% | +128.2% | +120.3% |
| All | +158.5% | +37.0% | +121.5% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 3y: compounded portfolio wealth divided by compounded KR 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…
3y analysis · Full analysis span regression · 6 months rolling