+45.3%
MPWR vs KMI
+21.6%
+23.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +0.7% |
| 7D | -2.6% | -0.5% | -2.1% | -2.7% |
| 30D | -9.0% | +0.9% | -9.9% | -8.7% |
| 3M | -25.8% | 0.0% | -25.8% | -25.6% |
| 6M | +11.8% | -5.7% | +17.5% | +10.1% |
| YTD | +35.5% | +17.5% | +18.0% | +41.1% |
| 1Y | +45.3% | +22.3% | +23.0% | +51.9% |
| All | +45.3% | +21.6% | +23.8% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 1y: compounded portfolio wealth divided by compounded KMI 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…
1y analysis · Full analysis span regression · 6 months rolling