+678.6%
MPC vs KR
+38.2%
+640.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +2.6% |
| 7D | +3.9% | -1.3% | +5.1% | +4.0% |
| 30D | +33.8% | +1.5% | +32.2% | +33.4% |
| 3M | +49.9% | -8.5% | +58.4% | +51.5% |
| 6M | +80.9% | -21.9% | +102.8% | +86.8% |
| YTD | +147.4% | -6.9% | +154.3% | +149.5% |
| 1Y | +123.2% | -14.0% | +137.2% | +127.2% |
| 3Y | +171.7% | +30.3% | +141.4% | +150.2% |
| 5Y | +678.6% | +37.7% | +640.8% | +604.7% |
| All | +678.6% | +38.2% | +640.4% | +604.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling