+147.3%
MPWR vs KGC
+562.0%
-414.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.5% |
| 7D | -2.6% | -1.3% | -1.3% | -2.3% |
| 30D | -9.0% | +20.3% | -29.3% | -14.3% |
| 3M | -25.8% | +8.1% | -33.9% | -28.0% |
| 6M | +11.8% | -8.8% | +20.5% | +12.9% |
| YTD | +35.5% | +10.1% | +25.4% | +29.1% |
| 1Y | +45.3% | +44.2% | +1.1% | +27.9% |
| All | +147.3% | +562.0% | -414.7% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 3y: compounded portfolio wealth divided by compounded KGC 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…
3y analysis · Full analysis span regression · 6 months rolling