+121.7%
MPC vs KR
-14.9%
+136.6%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.6% |
| 7D | +3.2% | -3.1% | +6.3% | +3.7% |
| 30D | +25.0% | +0.6% | +24.4% | +24.9% |
| 3M | +55.2% | -9.8% | +64.9% | +57.8% |
| 6M | +86.4% | -22.1% | +108.5% | +94.6% |
| YTD | +148.5% | -8.1% | +156.6% | +154.3% |
| 1Y | +121.7% | -14.7% | +136.4% | +129.6% |
| All | +121.7% | -14.9% | +136.6% | +129.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling