+1,174.7%
MPC vs KR
+124.0%
+1,050.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.5% |
| 7D | +3.2% | -3.1% | +6.3% | +3.5% |
| 30D | +25.0% | +0.6% | +24.4% | +25.0% |
| 3M | +55.2% | -9.8% | +64.9% | +56.4% |
| 6M | +86.4% | -22.1% | +108.5% | +90.2% |
| YTD | +148.5% | -8.1% | +156.6% | +150.0% |
| 1Y | +121.7% | -14.7% | +136.4% | +124.3% |
| 3Y | +172.9% | +28.6% | +144.3% | +163.2% |
| 5Y | +679.9% | +36.4% | +643.6% | +646.9% |
| 10Y | +1,174.7% | +120.8% | +1,053.9% | +1,086.9% |
| All | +1,174.7% | +124.0% | +1,050.7% | +1,086.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling