+1,171.8%
MPC vs KR
+159.1%
+1,012.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.3% |
| 7D | +11.2% | +4.6% | +6.7% | +10.8% |
| 30D | -14.5% | +12.2% | -26.7% | -15.4% |
| 3M | +16.7% | +24.6% | -7.9% | +14.3% |
| 6M | +67.6% | +8.2% | +59.4% | +66.1% |
| YTD | +157.9% | +15.3% | +142.7% | +154.2% |
| 1Y | +116.7% | +9.8% | +106.9% | +114.3% |
| 3Y | +199.8% | +71.4% | +128.4% | +181.4% |
| 5Y | +604.4% | +85.1% | +519.4% | +557.8% |
| All | +1,171.8% | +159.1% | +1,012.6% | +1,038.3% |
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 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