+152.7%
MPWR vs KEEL
-36.7%
+189.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -1.3% | +19.3% | -20.6% | -5.1% |
| 30D | -12.8% | +9.1% | -22.0% | -15.0% |
| 3M | -21.3% | -31.5% | +10.2% | -16.8% |
| 6M | +13.7% | +75.8% | -62.1% | -2.8% |
| YTD | +33.3% | +57.9% | -24.6% | +14.4% |
| 1Y | +41.3% | +133.3% | -92.0% | +5.7% |
| 3Y | +145.8% | +204.1% | -58.3% | +45.3% |
| All | +152.7% | -36.7% | +189.4% | +87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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