+155.2%
MPWR vs KHC
-10.4%
+165.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.8% |
| 7D | -2.6% | -1.8% | -0.8% | -2.7% |
| 30D | -9.0% | -1.9% | -7.2% | -9.1% |
| 3M | -25.8% | +14.4% | -40.2% | -25.7% |
| 6M | +11.8% | +8.7% | +3.0% | +12.0% |
| YTD | +35.5% | +7.8% | +27.7% | +35.9% |
| 1Y | +45.3% | -1.5% | +46.8% | +46.4% |
| 3Y | +138.5% | -9.9% | +148.3% | +139.5% |
| All | +155.2% | -10.4% | +165.6% | +169.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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