+114.8%
MPWR vs KEY
+12.4%
+102.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -2.7% | -7.5% | -9.0% |
| 7D | -5.6% | -2.5% | -3.2% | -4.5% |
| 30D | -23.2% | +4.1% | -27.3% | -24.7% |
| 3M | -15.8% | -8.4% | -7.4% | -12.6% |
| 6M | -28.5% | -2.3% | -26.3% | -28.3% |
| YTD | +25.5% | +4.6% | +20.9% | +22.3% |
| 1Y | +13.9% | +24.6% | -10.7% | +2.3% |
| 3Y | +134.6% | +112.8% | +21.8% | +70.9% |
| 5Y | +114.8% | +12.9% | +101.9% | +125.2% |
| All | +114.8% | +12.4% | +102.5% | +125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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