+3,101.0%
MPC vs KR
+535.2%
+2,565.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +5.4% | +1.5% | +3.9% | +5.2% |
| 30D | +31.0% | +4.1% | +26.9% | +30.0% |
| 3M | +46.0% | -5.2% | +51.2% | +47.1% |
| 6M | +77.3% | -12.8% | +90.1% | +81.1% |
| YTD | +141.9% | -4.6% | +146.5% | +143.0% |
| 1Y | +120.9% | -11.7% | +132.6% | +124.6% |
| 3Y | +182.7% | +36.3% | +146.4% | +160.2% |
| 5Y | +646.4% | +40.0% | +606.4% | +574.7% |
| 10Y | +1,138.7% | +122.2% | +1,016.5% | +852.4% |
| All | +3,101.0% | +535.2% | +2,565.8% | +960.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling