+125.2%
MPWR vs KHC
-16.5%
+141.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.8% | +8.0% | +4.8% |
| 7D | -1.7% | +1.1% | -2.9% | -1.6% |
| 30D | -16.5% | +12.0% | -28.5% | -15.3% |
| 3M | -12.3% | +0.2% | -12.5% | -11.8% |
| 6M | -27.7% | +10.3% | -38.1% | -27.3% |
| YTD | +32.0% | +6.7% | +25.3% | +32.9% |
| 1Y | +25.1% | +10.9% | +14.2% | +25.7% |
| 3Y | +146.5% | -12.6% | +159.1% | +148.6% |
| All | +125.2% | -16.5% | +141.7% | +139.3% |
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